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 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-27- 7.96% |
$694 - $720
|
312
$8.38K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
26.1KNew |
$671K - $697K
|
26.1K
$702K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
80New |
$2.06K - $2.13K
|
80
$2.15K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-133K- 35.45% |
$3.43M - $3.56M
|
243K
$6.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
32.8KNew |
$844K - $876K
|
32.8K
$882K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
469+ 0.85% |
$12.1K - $12.5K
|
55.8K
$1.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-200- 33.33% |
$5.14K - $5.34K
|
400
$10.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
112New |
$2.88K - $2.99K
|
112
$3.01K
|
|
| Q1 2023 | |||||||
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
120New |
$3.04K - $3.19K
|
120
$3.22K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
48New |
$1.22K - $1.28K
|
48
$1.29K
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
434K+ 23.27% |
$11M - $11.6M
|
2.3M
$61.8M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
789+ 6.77% |
$20K - $21K
|
12.4K
$334K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.66KNew |
$42K - $44.1K
|
1.66K
$44.5K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
13.3KNew |
$337K - $354K
|
13.3K
$357K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-475- 50.0% |
$12.1K - $12.6K
|
475
$12.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-120- 1.03% |
$3.04K - $3.19K
|
11.5K
$310K
|
|
|
Apr 18, 2023
Q1 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
43.8K+ 25.43% |
$1.11M - $1.17M
|
216K
$5.8M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4New |
$104 - $120
|
4
$107
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
56New |
$1.46K - $1.69K
|
56
$1.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
293New |
$7.63K - $8.82K
|
293
$7.87K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.29KNew |
$216K - $249K
|
8.29K
$223K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.1KNew |
$289K - $333K
|
11.1K
$297K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.41KNew |
$36.7K - $42.3K
|
1.41K
$37.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.23K- 16.12% |
$110K - $127K
|
22K
$591K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.53K+ 4.82% |
$118K - $136K
|
98.6K
$2.65M
|
|
| Q3 2022 | |||||||
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
83.1KNew |
$2.32M - $2.5M
|
83.1K
$2.23M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
27.3KNew |
$763K - $822K
|
27.3K
$733K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.2KNew |
$33.5K - $36.1K
|
1.2K
$32.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
14.3K+ 117.71% |
$399K - $430K
|
26.4K
$709K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-4.63K- 35.04% |
$129K - $139K
|
8.58K
$230K
|
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
180KNew |
$5.04M - $5.44M
|
180K
$4.85M
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
180KNew |
$5.04M - $5.44M
|
180K
$4.85M
|
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
12.3KNew |
$343K - $369K
|
12.3K
$329K
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
24.1KNew |
$672K - $725K
|
24.1K
$646K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
49.1KNew |
$1.37M - $1.48M
|
49.1K
$1.32M
|
|
|
Oct 19, 2022
Q3 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
514KNew |
$14.4M - $15.5M
|
514K
$13.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-5.1K- 12.62% |
$142K - $154K
|
35.3K
$948K
|
|
|
Oct 05, 2022
Q3 2022
|
Centric Wealth Management
|
SELL
|
- |
-240- 0.45% |
$6.71K - $7.23K
|
53.1K
$1.43M
|
|
| 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
$559K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$26.5 - $28.1
|
1
$26.9
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.06KNew |
$28.1K - $29.9K
|
1.06K
$28.5K
|
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
703+ 5.13% |
$18.6K - $19.8K
|
14.4K
$387K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
233New |
$6.17K - $6.56K
|
233
$6.26K
|
|
|
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
$234K
|
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.98MNew |
$52.4M - $55.7M
|
1.98M
$53.1M
|
|
|
Jul 15, 2022
Q2 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-19.9KClosed |
$527K - $560K
|
0
$0
|
|