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, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
10.5KNew |
$263K - $294K
|
10.5K
$282K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9.42KNew |
$236K - $264K
|
9.42K
$253K
|
|
|
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 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.61KNew |
$65.4K - $73.1K
|
2.61K
$70.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
306New |
$7.67K - $8.56K
|
306
$8.22K
|
|
| Q3 2023 | |||||||
|
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 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
BUY
|
- |
34.2KNew |
$883K - $948K
|
34.2K
$919K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.37KNew |
$242K - $260K
|
9.37K
$252K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
32.8KNew |
$844K - $876K
|
32.8K
$882K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
26.1KNew |
$671K - $697K
|
26.1K
$702K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
469+ 0.85% |
$12.1K - $12.5K
|
55.8K
$1.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
112New |
$2.88K - $2.99K
|
112
$3.01K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
80New |
$2.06K - $2.13K
|
80
$2.15K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
434K+ 23.27% |
$11M - $11.6M
|
2.3M
$61.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
43.8K+ 25.43% |
$1.11M - $1.17M
|
216K
$5.8M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
13.3KNew |
$337K - $354K
|
13.3K
$357K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.66KNew |
$42K - $44.1K
|
1.66K
$44.5K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
789+ 6.77% |
$20K - $21K
|
12.4K
$334K
|
|
|
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
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.1KNew |
$289K - $333K
|
11.1K
$297K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.29KNew |
$216K - $249K
|
8.29K
$223K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.53K+ 4.82% |
$118K - $136K
|
98.6K
$2.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.41KNew |
$36.7K - $42.3K
|
1.41K
$37.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
293New |
$7.63K - $8.82K
|
293
$7.87K
|
|
|
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
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4New |
$104 - $120
|
4
$107
|
|
| Q3 2022 | |||||||
|
Oct 19, 2022
Q3 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
514KNew |
$14.4M - $15.5M
|
514K
$13.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
180KNew |
$5.04M - $5.44M
|
180K
$4.85M
|
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
180KNew |
$5.04M - $5.44M
|
180K
$4.85M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
83.1KNew |
$2.32M - $2.5M
|
83.1K
$2.23M
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
49.1KNew |
$1.37M - $1.48M
|
49.1K
$1.32M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
27.3KNew |
$763K - $822K
|
27.3K
$733K
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
24.1KNew |
$672K - $725K
|
24.1K
$646K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
14.3K+ 117.71% |
$399K - $430K
|
26.4K
$709K
|
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
12.3KNew |
$343K - $369K
|
12.3K
$329K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.2KNew |
$33.5K - $36.1K
|
1.2K
$32.2K
|
|
| Q2 2022 | |||||||
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.98MNew |
$52.4M - $55.7M
|
1.98M
$53.1M
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
192KNew |
$5.1M - $5.41M
|
192K
$5.17M
|
|
|
Aug 15, 2022
Q2 2022
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
20.8KNew |
$552K - $586K
|
20.8K
$559K
|
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
8.72KNew |
$231K - $245K
|
8.72K
$234K
|
|
|
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 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$26.5 - $28.1
|
1
$26.9
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
13New |
$336 - $348
|
13
$349
|
|
| Q4 2017 | |||||||
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
133New |
N/A
|
133
$3.57K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$26.9
|
|