Darwin Advisors, LLC Wisdomtree Bloomberg U.S. Doll Transaction History

Darwin Advisors, LLC

$291 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 18, 2023	SELL	$25.37 - $26.62 $3,044 - $3,194	-120 Reduced 1.03%	11,526 $300,000
Q4 2022 Jan 17, 2023	BUY	$26.05 - $30.09 $303,378 - $350,428	11,646 New	11,646 $0

Others Institutions Holding USDU

# of Institutions

49

Shares Held

3.4M

Call Options Held

19K

Put Options Held

33.6K

Gen Wealth Group, Inc.

638K
Shares

$17.1 Million
3.16% of portfolio
Osborne Partners Capital Management, LLC

512K
Shares

$13.8 Million
0.69% of portfolio
Trek Financial, LLC Scottsdale, AZ

324K
Shares

$8.69 Million
0.56% of portfolio
Summit Place Financial Advisors, LLC

206K
Shares

$5.52 Million
2.76% of portfolio
Prevail Innovative Wealth Advisors, LLC Leawood, KS

166K
Shares

$4.45 Million
0.85% of portfolio

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