Institutional Ownership Wisdomtree Bloomberg U.S. Doll (USDU)
This table provides information about the institutional ownership of Wisdomtree Bloomberg U.S. Doll (USDU). We have compiled data on the 69 institutions that hold shares in the stock, with a total of 6.18 Million shares, which have been reported (via 13F filing form) to have a value of $161 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
3 Edge Asset Management, LP
|
Jan 31, 2025 Q4 2024 |
1,681,124
shares
|
$43.9 Million
3.2% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Wealth Group, Inc.
|
Apr 10, 2025 Q1 2025 |
582,583
shares
|
$15.2 Million
3.54% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
473,450
shares
|
$12.4 Million
0.75% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
434,354
shares
|
$11.3 Million
0.01% of portfolio
|
Q4 2024
Added 46.66%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
283,287
shares
|
$7.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
250,397
shares
|
$6.54 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
223,911
shares
|
$5.85 Million
0.01% of portfolio
|
Q4 2024
Added 340.05%
|
|
|
Summit Place Financial Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
195,872
shares
|
$5.12 Million
3.3% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
179,419
shares
|
$4.69 Million
1.01% of portfolio
|
Q1 2025
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
158,787
shares
|
$4.15 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
133,382
shares
|
$3.48 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
102,169
shares
|
$2.67 Million
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
90,449
shares
|
$2.36 Million
0.09% of portfolio
|
Q4 2024
Added 9.51%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
81,204
shares
|
$2.12 Million
0.09% of portfolio
|
Q4 2024
Added 111.05%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Feb 14, 2025 Q4 2024 |
81,130
shares
|
$2.12 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
80,523
shares
|
$2.1 Million
0.0% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
79,493
shares
|
$2.08 Million
1.49% of portfolio
|
Q3 2024
Reduced 11.58%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
76,568
shares
|
$2 Million
0.19% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
75,778
shares
|
$1.98 Million
1.65% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
72,927
shares
|
$1.9 Million
0.01% of portfolio
|
Q4 2024
Added 4463.64%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
72,777
shares
|
$1.9 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
72,143
shares
|
$1.88 Million
0.0% of portfolio
|
Q4 2024
Reduced 88.96%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
72,086
shares
|
$1.88 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
55,547
shares
|
$1.45 Million
0.33% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Moulton Wealth Management, Inc
|
Apr 14, 2025 Q1 2025 |
50,720
shares
|
$1.32 Million
1.06% of portfolio
|
Q1 2025
Added 333.5%
|