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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.46KNew |
$212K - $237K
|
8.46K
$231K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
306New |
$7.67K - $8.56K
|
306
$8.36K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
4.62KNew |
$116K - $129K
|
4.62K
$126K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
10.5KNew |
$263K - $294K
|
10.5K
$287K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.61KNew |
$65.4K - $73.1K
|
2.61K
$71.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9.42KNew |
$236K - $264K
|
9.42K
$258K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
PUT |
-400- 20.0% |
$10K - $11.2K
|
1.6K
$43.7K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.37KNew |
$242K - $260K
|
9.37K
$256K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
495K+ 1899.47% |
$12.8M - $13.7M
|
521K
$14.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
57KNew |
$1.47M - $1.58M
|
57K
$1.56M
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
16.9K+ 111.37% |
$437K - $470K
|
32.2K
$879K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-233- 46.69% |
$6.02K - $6.46K
|
266
$7.27K
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
BUY
|
- |
34.2KNew |
$883K - $948K
|
34.2K
$935K
|
|
| Q2 2023 | |||||||
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-27- 7.96% |
$694 - $720
|
312
$8.53K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
125New |
$3.21K - $3.34K
|
125
$3.42K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
26.1KNew |
$671K - $697K
|
26.1K
$714K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
80New |
$2.06K - $2.13K
|
80
$2.19K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-133K- 35.45% |
$3.43M - $3.56M
|
243K
$6.64M
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
32.8KNew |
$844K - $876K
|
32.8K
$897K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
469+ 0.85% |
$12.1K - $12.5K
|
55.8K
$1.52M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-200- 33.33% |
$5.14K - $5.34K
|
400
$10.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
112New |
$2.88K - $2.99K
|
112
$3.06K
|
|
| Q1 2023 | |||||||
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
120New |
$3.04K - $3.19K
|
120
$3.28K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-32.2K- 52.71% |
$817K - $857K
|
28.9K
$789K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
14.3KNew |
$363K - $381K
|
14.3K
$391K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
48New |
$1.22K - $1.28K
|
48
$1.31K
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
434K+ 23.27% |
$11M - $11.6M
|
2.3M
$62.9M
|
|
|
May 11, 2023
Q1 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-18.2K- 56.37% |
$461K - $484K
|
14.1K
$384K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
789+ 6.77% |
$20K - $21K
|
12.4K
$340K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-85.5K- 48.57% |
$2.17M - $2.28M
|
90.5K
$2.47M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.66KNew |
$42K - $44.1K
|
1.66K
$45.2K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
13.3KNew |
$337K - $354K
|
13.3K
$363K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
918+ 1119.51% |
$23.3K - $24.4K
|
1K
$27.3K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-475- 50.0% |
$12.1K - $12.6K
|
475
$13K
|
|
|
Apr 18, 2023
Q1 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
43.8K+ 25.43% |
$1.11M - $1.17M
|
216K
$5.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-120- 1.03% |
$3.04K - $3.19K
|
11.5K
$315K
|
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-324K- 50.67% |
$8.22M - $8.63M
|
316K
$8.62M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-352K- 94.55% |
$8.94M - $9.38M
|
20.3K
$555K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4New |
$104 - $120
|
4
$109
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
56New |
$1.46K - $1.69K
|
56
$1.53K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
293New |
$7.63K - $8.82K
|
293
$8.01K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.29KNew |
$216K - $249K
|
8.29K
$226K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.1KNew |
$289K - $333K
|
11.1K
$303K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.41KNew |
$36.7K - $42.3K
|
1.41K
$38.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.23K- 16.12% |
$110K - $127K
|
22K
$601K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.53K+ 4.82% |
$118K - $136K
|
98.6K
$2.7M
|
|
| Q3 2022 | |||||||
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-14.3K- 61.06% |
$399K - $430K
|
9.11K
$249K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
83.1KNew |
$2.32M - $2.5M
|
83.1K
$2.27M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
27.3KNew |
$763K - $822K
|
27.3K
$746K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
14.3K+ 117.71% |
$399K - $430K
|
26.4K
$721K
|
|