Latest Institutional Purchases of Wisdomtree Bloomberg U.S. Doll (USDU)
This list provides information on the latest institutional transactions involving Wisdomtree Bloomberg U.S. Doll (USDU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
1.68MNew |
$44.7M - $48.2M
|
1.68M
$45.9M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
173K+ 340.05% |
$4.6M - $4.96M
|
224K
$6.12M
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
159KNew |
$4.22M - $4.55M
|
159K
$4.34M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
138K+ 46.66% |
$3.67M - $3.96M
|
434K
$11.9M
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
133KNew |
$3.54M - $3.82M
|
133K
$3.65M
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
102KNew |
$2.71M - $2.93M
|
102K
$2.79M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
98.3KNew |
$2.61M - $2.82M
|
98.3K
$2.69M
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
81.1KNew |
$2.16M - $2.32M
|
81.1K
$2.22M
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
75.8KNew |
$2.01M - $2.17M
|
75.8K
$2.07M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
71.3K+ 4463.64% |
$1.9M - $2.04M
|
72.9K
$1.99M
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
63.9KNew |
$1.7M - $1.83M
|
63.9K
$1.75M
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
44.8KNew |
$1.19M - $1.28M
|
44.8K
$1.22M
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
44.3KNew |
$1.18M - $1.27M
|
44.3K
$1.21M
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
42.7K+ 111.05% |
$1.14M - $1.22M
|
81.2K
$2.22M
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
40.7KNew |
$1.08M - $1.17M
|
40.7K
$1.11M
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
32.7KNew |
$869K - $937K
|
32.7K
$894K
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
30.3KNew |
$806K - $869K
|
30.3K
$829K
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
25.3KNew |
$673K - $726K
|
25.3K
$692K
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
21.1KNew |
$560K - $603K
|
21.1K
$576K
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
18.5K+ 3.42% |
$492K - $530K
|
559K
$15.3M
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
14.8KNew |
$394K - $425K
|
14.8K
$405K
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
14.4KNew |
$384K - $414K
|
14.4K
$395K
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
13.5KNew |
$360K - $388K
|
13.5K
$370K
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
13KNew |
$345K - $373K
|
13K
$355K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.86K+ 9.51% |
$209K - $225K
|
90.4K
$2.47M
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
7.71KNew |
$205K - $221K
|
7.71K
$211K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.46K+ 43.45% |
$118K - $128K
|
14.7K
$402K
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
3.96K+ 0.86% |
$105K - $113K
|
462K
$12.6M
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
3.29KNew |
$87.3K - $94.2K
|
3.29K
$89.8K
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
2.37K+ 4.46% |
$63.1K - $68K
|
55.5K
$1.52M
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1.66K+ 2.26% |
$44K - $47.4K
|
74.8K
$2.04M
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.5KNew |
$40K - $43.1K
|
1.5K
$41.1K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
989New |
$26.3K - $28.3K
|
989
$27K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
729+ 0.91% |
$19.4K - $20.9K
|
80.5K
$2.2M
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
718+ 7.07% |
$19.1K - $20.6K
|
10.9K
$297K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
399New |
$10.6K - $11.4K
|
399
$10.9K
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
342New |
$9.09K - $9.8K
|
342
$9.35K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
243New |
$6.46K - $6.96K
|
243
$6.64K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
168New |
$4.46K - $4.81K
|
168
$4.59K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
81New |
$2.15K - $2.32K
|
81
$2.21K
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
32+ 0.37% |
$850 - $917
|
8.77K
$240K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 2.9% |
$106 - $115
|
142
$3.88K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$26.6 - $28.7
|
1
$27.3
|
|
Q3 2024 | |||||||
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.62MNew |
$42.5M - $43.9M
|
1.62M
$44.2M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
339K+ 107.82% |
$8.92M - $9.21M
|
654K
$17.9M
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
42.9KNew |
$1.13M - $1.17M
|
42.9K
$1.17M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.6KNew |
$569K - $588K
|
21.6K
$591K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
13.5KNew |
$355K - $367K
|
13.5K
$369K
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.6KNew |
$333K - $343K
|
12.6K
$345K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.32KNew |
$61.1K - $63K
|
2.32K
$63.4K
|