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 |
---|---|---|---|---|---|---|---|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
120New |
$3.04K - $3.19K
|
120
$3.28K
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
48New |
$1.22K - $1.28K
|
48
$1.31K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.1KNew |
$289K - $333K
|
11.1K
$303K
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.29KNew |
$216K - $249K
|
8.29K
$226K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.53K+ 4.82% |
$118K - $136K
|
98.6K
$2.7M
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.41KNew |
$36.7K - $42.3K
|
1.41K
$38.5K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
293New |
$7.63K - $8.82K
|
293
$8.01K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
56New |
$1.46K - $1.69K
|
56
$1.53K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4New |
$104 - $120
|
4
$109
|
|
Q3 2022 | |||||||
Oct 19, 2022
Q3 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
514KNew |
$14.4M - $15.5M
|
514K
$14M
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
180KNew |
$5.04M - $5.44M
|
180K
$4.93M
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
180KNew |
$5.04M - $5.44M
|
180K
$4.93M
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
83.1KNew |
$2.32M - $2.5M
|
83.1K
$2.27M
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
49.1KNew |
$1.37M - $1.48M
|
49.1K
$1.34M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
27.3KNew |
$763K - $822K
|
27.3K
$746K
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
24.1KNew |
$672K - $725K
|
24.1K
$657K
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
14.3K+ 117.71% |
$399K - $430K
|
26.4K
$721K
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
12.3KNew |
$343K - $369K
|
12.3K
$335K
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.2KNew |
$33.5K - $36.1K
|
1.2K
$32.7K
|
|
Q2 2022 | |||||||
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.98MNew |
$52.4M - $55.7M
|
1.98M
$54.1M
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
192KNew |
$5.1M - $5.41M
|
192K
$5.26M
|
|
Aug 15, 2022
Q2 2022
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
20.8KNew |
$552K - $586K
|
20.8K
$569K
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
8.72KNew |
$231K - $245K
|
8.72K
$238K
|
|
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
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
703+ 5.13% |
$18.6K - $19.8K
|
14.4K
$394K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
233New |
$6.17K - $6.56K
|
233
$6.37K
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$26.5 - $28.1
|
1
$27.3
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
13New |
$336 - $348
|
13
$355
|
|
Q4 2017 | |||||||
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
133New |
N/A
|
133
$3.63K
|
|
Q3 2017 | |||||||
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$27.3
|