Latest Institutional Transactions on Wisdomtree Bloomberg U.S. Doll (USDU)
This table provides information on the latest institutional transactions involving Wisdomtree Bloomberg U.S. Doll (USDU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
SELL
|
- |
-5.79K- 38.15% |
$149K - $158K
|
9.38K
$252K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
17.3KNew |
$445K - $470K
|
17.3K
$464K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-90K- 99.46% |
$2.32M - $2.45M
|
490
$13.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
25.2KNew |
$649K - $686K
|
25.2K
$676K
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
17.7KNew |
$457K - $483K
|
17.7K
$477K
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
SELL
|
- |
-34.3K- 98.09% |
$883K - $933K
|
668
$17.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-13.8K- 45.92% |
$356K - $376K
|
16.3K
$437K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
236+ 4.77% |
$6.08K - $6.43K
|
5.18K
$139K
|
|
| Q1 2025 | |||||||
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
68K+ 51.01% |
$1.83M - $1.9M
|
201K
$5.41M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
302K+ 741.44% |
$8.12M - $8.43M
|
342K
$9.2M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
600New |
$16.1K - $16.8K
|
600
$16.1K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
5.5K+ 41.58% |
$148K - $154K
|
18.7K
$503K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
59KNew |
$1.59M - $1.65M
|
59K
$1.59M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
11.3KNew |
$304K - $315K
|
11.3K
$303K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-199- 81.89% |
$5.35K - $5.56K
|
44
$1.18K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-13.8K- 96.5% |
$370K - $385K
|
500
$13.4K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
547New |
$14.7K - $15.3K
|
547
$14.7K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
5.67KNew |
$153K - $158K
|
5.67K
$152K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-456- 4.19% |
$12.3K - $12.7K
|
10.4K
$280K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
328New |
$8.82K - $9.16K
|
328
$8.81K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-205- 59.94% |
$5.51K - $5.73K
|
137
$3.68K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
72.8KNew |
$1.96M - $2.03M
|
72.8K
$1.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
179KNew |
$4.83M - $5.01M
|
179K
$4.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
49.6KNew |
$1.33M - $1.38M
|
49.6K
$1.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
39K+ 333.5% |
$1.05M - $1.09M
|
50.7K
$1.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
30.8KNew |
$829K - $861K
|
30.8K
$828K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
17.6KNew |
$474K - $492K
|
17.6K
$473K
|
|
| Q4 2024 | |||||||
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.09KNew |
$241K - $260K
|
9.09K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.11KNew |
$56K - $60.4K
|
2.11K
$56.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
44.3KNew |
$1.18M - $1.27M
|
44.3K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
13.5KNew |
$360K - $388K
|
13.5K
$364K
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
30.3KNew |
$806K - $869K
|
30.3K
$815K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
25.3KNew |
$673K - $726K
|
25.3K
$680K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
159KNew |
$4.22M - $4.55M
|
159K
$4.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-183K- 84.75% |
$4.87M - $5.25M
|
33K
$885K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.5KNew |
$40K - $43.1K
|
1.5K
$40.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$26.6 - $28.7
|
1
$26.9
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
21.1KNew |
$560K - $603K
|
21.1K
$566K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
989New |
$26.3K - $28.3K
|
989
$26.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
13KNew |
$345K - $373K
|
13K
$349K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
2.37K+ 4.46% |
$63.1K - $68K
|
55.5K
$1.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
7.71KNew |
$205K - $221K
|
7.71K
$207K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-470Closed |
$12.5K - $13.5K
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
1.68MNew |
$44.7M - $48.2M
|
1.68M
$45.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 2.9% |
$106 - $115
|
142
$3.81K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
168New |
$4.46K - $4.81K
|
168
$4.51K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
44.8KNew |
$1.19M - $1.28M
|
44.8K
$1.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
81New |
$2.15K - $2.32K
|
81
$2.18K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
63.9KNew |
$1.7M - $1.83M
|
63.9K
$1.72M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
3.29KNew |
$87.3K - $94.2K
|
3.29K
$88.3K
|
|