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Get Institutions for : 
Wisdomtree Bloomberg Us Dollar Bullish Fund (USDU)  
$26.55 0.07 (0.26%) as of 4:30 Tue 5/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 53    3
Total shares held : 
 4,252,170  
% of shares held : 
 7.53%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -3  
Amount of shares held : 
 -844,659  
% of shares held change : 
   -1.49%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $27.83  
Last Quarter's Ending Price : 
 $25.11  
Last Quarter's Average Price : 
 $27.37  
Change from last quarter's     
avg. price to the last closing  : 
0.82 (3%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 246,081
 5.79%
 
Increased Positions :
12
 1,077,163
 25.33%
 
Unchanged Positions :
7
 18,538
 0.44%
 
Decreased Positions :
18
-1,345,937
-31.65%
 
Closed Positions :
13
-821,966
-19.33%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FINANCIAL NETWORK 494 - 2023-12-31 239,103 $6,004,000 -585
   BANK OF AMERICA CORP /DE/ 2961 - 2023-12-31 171,207 $4,299,000 -10,424
   Vident Advisory LLC 271 - 2023-12-31 125,369 $3,148,000 -34,041
   J P MORGAN CHASE & CO 2705 - 2023-12-31 124,957 $3,138,000 -113,143
   LPL FINANCIAL CORP 2263 - 2023-12-31 92,735 $2,329,000 -36,366
   MORGAN STANLEY 4535 - 2023-12-31 63,811 $1,602,000 -248,113
   HIGHTOWER ADVISORS, LLC 1709 - 2023-12-31 47,471 $1,191,000 -754,665
   Atomi Financial Group Inc. 417 - 2023-12-31 11,897 $299,000 -4,811
   UBS Group AG 5886 - 2023-12-31 634 $16,000 -45
   BANK OF MONTREAL /CAN/ 3225 - 2023-12-31 287 $8,000 -16,828
   CWM LLC 3423 - 2024-03-31 324 $8,000 -1,289
   COMERICA BANK 3370 - 2023-12-31 115 $3,000 -542
   Global Wealth Strategies & Associates 301 - 2024-03-31 30 $1,000 -48
   Goss Wealth Management LLC 3871 - 2023-12-31 3 $0 -57,190
  14 Records found
  1    
  Page 1 of 1
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