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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
14.8KNew |
$394K - $425K
|
14.8K
$398K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
42.9KNew |
$1.13M - $1.17M
|
42.9K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.6KNew |
$333K - $343K
|
12.6K
$340K
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
SELL
|
- |
-23.9K- 74.87% |
$627K - $648K
|
8.01K
$215K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-4.43K- 30.65% |
$117K - $120K
|
10K
$269K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-10.4K- 11.58% |
$274K - $283K
|
79.5K
$2.14M
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8.48KNew |
$221K - $230K
|
8.48K
$228K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
14KNew |
$366K - $380K
|
14K
$376K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
294New |
$7.68K - $7.98K
|
294
$7.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.96KNew |
$234K - $243K
|
8.96K
$241K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.7KNew |
$410K - $426K
|
15.7K
$421K
|
|
|
Aug 09, 2024
Q2 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
6.31K+ 9.41% |
$165K - $171K
|
73.3K
$1.97M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
53New |
$1.38K - $1.44K
|
53
$1.42K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
22New |
$575 - $597
|
22
$591
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
13KNew |
$339K - $352K
|
13K
$348K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
134K+ 984.08% |
$3.51M - $3.65M
|
148K
$3.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
925New |
$24.2K - $25.1K
|
925
$24.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
170New |
$4.44K - $4.62K
|
170
$4.57K
|
|
|
Jul 30, 2024
Q2 2024
|
Q3 Asset Management
|
BUY
|
- |
211KNew |
$5.52M - $5.74M
|
211K
$5.68M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
22.9KNew |
$597K - $621K
|
22.9K
$614K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.3KNew |
$296K - $308K
|
11.3K
$304K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
34New |
$888 - $923
|
34
$913
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
14.6KNew |
$382K - $397K
|
14.6K
$393K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
87.1KNew |
$2.28M - $2.37M
|
87.1K
$2.34M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
35KNew |
$915K - $951K
|
35K
$941K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-162- 50.0% |
$4.23K - $4.4K
|
162
$4.35K
|
|
| Q1 2024 | |||||||
|
Jul 31, 2025
Q1 2024
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.46KClosed |
$214K - $222K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-65- 56.52% |
$1.64K - $1.7K
|
50
$1.34K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.64K- 1.52% |
$92.1K - $95.4K
|
235K
$6.32M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
47.5KNew |
$1.2M - $1.24M
|
47.5K
$1.28M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.73K- 31.38% |
$94.4K - $97.8K
|
8.16K
$219K
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
100+ 166.67% |
$2.53K - $2.62K
|
160
$4.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
48.9KNew |
$1.24M - $1.28M
|
48.9K
$1.31M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
975New |
$24.7K - $25.5K
|
975
$26.2K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-48- 61.54% |
$1.21K - $1.26K
|
30
$806
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
PUT |
18KNew |
$451K - $504K
|
18K
$483K
|
|
|
Feb 14, 2024
Q4 2023
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
- |
15KNew |
$376K - $420K
|
15K
$403K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-57.2K- 99.99% |
$1.43M - $1.6M
|
3
$80.6
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
306New |
$7.67K - $8.56K
|
306
$8.22K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.46KNew |
$212K - $237K
|
8.46K
$227K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
4.62KNew |
$116K - $129K
|
4.62K
$124K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
10.5KNew |
$263K - $294K
|
10.5K
$282K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.61KNew |
$65.4K - $73.1K
|
2.61K
$70.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9.42KNew |
$236K - $264K
|
9.42K
$253K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
PUT |
-400- 20.0% |
$10K - $11.2K
|
1.6K
$43K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.37KNew |
$242K - $260K
|
9.37K
$252K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
495K+ 1899.47% |
$12.8M - $13.7M
|
521K
$14M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
57KNew |
$1.47M - $1.58M
|
57K
$1.53M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-233- 46.69% |
$6.02K - $6.46K
|
266
$7.14K
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
BUY
|
- |
34.2KNew |
$883K - $948K
|
34.2K
$919K
|
|