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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-4.63K- 35.04% |
$129K - $139K
|
8.58K
$234K
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.2KNew |
$33.5K - $36.1K
|
1.2K
$32.7K
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
180KNew |
$5.04M - $5.44M
|
180K
$4.93M
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
180KNew |
$5.04M - $5.44M
|
180K
$4.93M
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
12.3KNew |
$343K - $369K
|
12.3K
$335K
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
24.1KNew |
$672K - $725K
|
24.1K
$657K
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
49.1KNew |
$1.37M - $1.48M
|
49.1K
$1.34M
|
|
Oct 19, 2022
Q3 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
514KNew |
$14.4M - $15.5M
|
514K
$14M
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-5.1K- 12.62% |
$142K - $154K
|
35.3K
$965K
|
|
Oct 05, 2022
Q3 2022
|
Centric Wealth Management
|
SELL
|
- |
-240- 0.45% |
$6.71K - $7.23K
|
53.1K
$1.45M
|
|
Q2 2022 | |||||||
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-7.98KClosed |
$211K - $225K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-483Closed |
$12.8K - $13.6K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
20.8KNew |
$552K - $586K
|
20.8K
$569K
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$26.5 - $28.1
|
1
$27.3
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.06KNew |
$28.1K - $29.9K
|
1.06K
$29K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
233New |
$6.17K - $6.56K
|
233
$6.37K
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
703+ 5.13% |
$18.6K - $19.8K
|
14.4K
$394K
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-16.3KClosed |
$431K - $458K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-26.9KClosed |
$713K - $757K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
8.72KNew |
$231K - $245K
|
8.72K
$238K
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.98MNew |
$52.4M - $55.7M
|
1.98M
$54.1M
|
|
Jul 15, 2022
Q2 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-19.9KClosed |
$527K - $560K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
192KNew |
$5.1M - $5.41M
|
192K
$5.26M
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
13New |
$336 - $348
|
13
$355
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-108KClosed |
$2.79M - $2.89M
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-34Closed |
$872 - $900
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.1KClosed |
$336K - $346K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-105KClosed |
$2.67M - $2.73M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-8.08KClosed |
$205K - $210K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-10KClosed |
$254K - $260K
|
0
$0
|
|
Q1 2021 | |||||||
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-14Closed |
$349 - $362
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-21.7KClosed |
$541K - $560K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Legacy Bridge, LLC
|
SELL
|
- |
-31.3KClosed |
$779K - $808K
|
0
$0
|
|
Q4 2020 | |||||||
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-530Closed |
$13.3K - $14.1K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-256KClosed |
$6.4M - $6.81M
|
0
$0
|
|
Jan 26, 2021
Q4 2020
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-168KClosed |
$4.2M - $4.47M
|
0
$0
|
|
Jan 15, 2021
Q4 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-792Closed |
$19.8K - $21.1K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 09, 2020
Q3 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-1.3KClosed |
$34K - $35.8K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-147Closed |
$3.85K - $4.04K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-28Closed |
$733 - $770
|
0
$0
|
|
Oct 07, 2020
Q3 2020
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-36Closed |
$942 - $990
|
0
$0
|
|
Q2 2020 | |||||||
Aug 07, 2020
Q2 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-77Closed |
$2.09K - $2.23K
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-7.72KClosed |
$204K - $227K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-176Closed |
$4.66K - $5.17K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-35Closed |
$933 - $987
|
0
$0
|
|
Feb 03, 2020
Q4 2019
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-189Closed |
$5.04K - $5.33K
|
0
$0
|
|
Jan 29, 2020
Q4 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-3.69KClosed |
$98.3K - $104K
|
0
$0
|
|
Q2 2019 | |||||||
Jul 29, 2019
Q2 2019
|
Janney Capital Management LLC
|
SELL
|
- |
-7.51KClosed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
May 14, 2019
Q1 2019
|
Newfound Research LLC
|
SELL
|
- |
-148Closed |
N/A
|
0
$0
|
|
Q4 2018 | |||||||
Feb 15, 2019
Q4 2018
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-821Closed |
N/A
|
0
$0
|