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 64 institutions that hold shares in the stock, with a total of 6.39 Million shares, which have been reported (via 13F filing form) to have a value of $177 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,306
shares
|
$35,692
0.0% of portfolio
|
Q4 2024
Reduced 84.67%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
989
shares
|
$27,029
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
975
shares
|
$26,646
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
399
shares
|
$10,904
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
391
shares
|
$10,686
0.0% of portfolio
|
Q3 2024
Added 360.0%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
342
shares
|
$9,346
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
243
shares
|
$6,641
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
170
shares
|
$4,646
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
168
shares
|
$4,591
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
142
shares
|
$3,880
0.0% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
81
shares
|
$2,213
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
50
shares
|
$1,366
0.0% of portfolio
|
Q1 2024
Reduced 56.52%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
40
shares
|
$1,093
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
30
shares
|
$819
0.0% of portfolio
|
Q1 2024
Reduced 61.54%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
22
shares
|
$601
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
3
shares
|
$81
0.0% of portfolio
|
Q4 2023
Reduced 99.99%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
2
shares
|
$54
0.0% of portfolio
|
Q4 2024
Reduced 80.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$27
0.0% of portfolio
|
Q4 2024
New holding
|