Institutional Ownership Wisdomtree Bloomberg U.S. Doll (USDU)
This table provides information about the institutional ownership of Wisdomtree Bloomberg U.S. Doll (USDU). We have compiled data on the 70 institutions that hold shares in the stock, with a total of 5.93 Million shares, which have been reported (via 13F filing form) to have a value of $160 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beaumont Capital Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
44,263
shares
|
$1.19 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
40,690
shares
|
$1.1 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
32,959
shares
|
$888,904
0.0% of portfolio
|
Q4 2024
Reduced 84.75%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
32,718
shares
|
$882,404
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Feb 13, 2025 Q4 2024 |
30,333
shares
|
$818,081
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
25,324
shares
|
$682,988
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
21,062
shares
|
$568,042
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
14,824
shares
|
$399,803
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
14,714
shares
|
$396,836
0.0% of portfolio
|
Q4 2024
Added 43.45%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
14,444
shares
|
$389,554
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
14,270
shares
|
$384,861
0.0% of portfolio
|
Q4 2024
Reduced 88.18%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
13,542
shares
|
$365,227
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
13,218
shares
|
$356,489
0.16% of portfolio
|
Q4 2024
Reduced 60.8%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
13,002
shares
|
$350,663
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Moulton Wealth Management, Inc
|
Jan 16, 2025 Q4 2024 |
11,700
shares
|
$315,549
0.25% of portfolio
|
Q4 2024
Reduced 54.06%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
10,877
shares
|
$293,352
0.02% of portfolio
|
Q4 2024
Added 7.07%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
9,938
shares
|
$268,027
0.0% of portfolio
|
Q4 2024
Added 328.18%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
8,769
shares
|
$236,499
0.13% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
7,714
shares
|
$208,046
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
6,773
shares
|
$182,667
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
6,553
shares
|
$176,734
0.0% of portfolio
|
Q4 2024
Added 33.63%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
3,287
shares
|
$88,650
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
2,109
shares
|
$56,879
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,596
shares
|
$43,044
0.0% of portfolio
|
Q4 2024
Reduced 38.38%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
1,504
shares
|
$40,562
0.08% of portfolio
|
Q4 2024
New holding
|