Purchases and Sales Made in Q3 2022 in Wisdomtree Bloomberg U.S. Doll (USDU)
This table provides information about the institutional ownership of Wisdomtree Bloomberg U.S. Doll (USDU) during Q3 2022. The information is specifically focused on institutions that hold shares of WISDOMTREE BLOOMBERG U.S. DOLL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 17, 2022
Q3 2022
|
3 Edge Asset Management, LP
|
BUY
|
- |
2.12MNew |
$59.2M - $63.8M
|
2.12M
$58M
|
|
Oct 19, 2022
Q3 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
514KNew |
$14.4M - $15.5M
|
514K
$14.1M
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
480KNew |
$13.4M - $14.5M
|
480K
$13.2M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
372K+ 89.99% |
$10.4M - $11.2M
|
784K
$21.5M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
314K+ 85.04% |
$8.78M - $9.46M
|
684K
$18.7M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
290K+ 306.73% |
$8.09M - $8.73M
|
384K
$10.5M
|
|
Nov 08, 2022
Q3 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
239KNew |
$6.69M - $7.21M
|
239K
$6.56M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
235K+ 117.3% |
$6.58M - $7.09M
|
436K
$11.9M
|
|
Oct 14, 2022
Q3 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
202KNew |
$5.64M - $6.08M
|
202K
$5.53M
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
180KNew |
$5.04M - $5.44M
|
180K
$4.94M
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
180KNew |
$5.04M - $5.44M
|
180K
$4.94M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
84.7KNew |
$2.37M - $2.55M
|
84.7K
$2.32M
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
83.1KNew |
$2.32M - $2.5M
|
83.1K
$2.28M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
49.6K+ 1227.54% |
$1.39M - $1.49M
|
53.6K
$1.47M
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
49.1KNew |
$1.37M - $1.48M
|
49.1K
$1.34M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
48.1KNew |
$1.34M - $1.45M
|
48.1K
$1.32M
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
44.4K+ 11.26% |
$1.24M - $1.34M
|
439K
$12M
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
44K+ 487.88% |
$1.23M - $1.33M
|
53K
$1.45M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
34.1K+ 88.73% |
$952K - $1.03M
|
72.5K
$1.98M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
27.3KNew |
$763K - $822K
|
27.3K
$748K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.2KNew |
$732K - $790K
|
26.2K
$718K
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
24.1KNew |
$672K - $725K
|
24.1K
$659K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.9K+ 68.07% |
$640K - $690K
|
56.6K
$1.55M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19K+ 25.34% |
$532K - $573K
|
94.1K
$2.58M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
18K+ 8.96% |
$504K - $543K
|
219K
$6.01M
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
14.3K+ 117.71% |
$399K - $430K
|
26.4K
$723K
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
12.4KNew |
$347K - $374K
|
12.4K
$340K
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
12.3KNew |
$343K - $369K
|
12.3K
$336K
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
11.1KNew |
$310K - $334K
|
11.1K
$304K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
11K+ 828.94% |
$307K - $331K
|
12.3K
$338K
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.11KNew |
$255K - $274K
|
9.11K
$250K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.68K+ 17.71% |
$242K - $261K
|
57.7K
$1.58M
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5.9K+ 9.32% |
$165K - $178K
|
69.2K
$1.9M
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
3.81KNew |
$106K - $115K
|
3.81K
$104K
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.32KNew |
$36.8K - $39.7K
|
1.32K
$36.1K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
1.27K+ 108.08% |
$35.5K - $38.3K
|
2.45K
$67K
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.2KNew |
$33.5K - $36.1K
|
1.2K
$32.8K
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
919+ 0.15% |
$25.7K - $27.7K
|
625K
$17.1M
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
166+ 2.63% |
$4.64K - $5K
|
6.48K
$177K
|
|
Nov 08, 2022
Q3 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
40New |
$1.12K - $1.2K
|
40
$1.1K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 03, 2022
Q3 2022
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-15- 0.04% |
$419 - $452
|
36.5K
$999K
|
|
Oct 05, 2022
Q3 2022
|
Centric Wealth Management
|
SELL
|
- |
-240- 0.45% |
$6.71K - $7.23K
|
53.1K
$1.45M
|
|
Nov 10, 2022
Q3 2022
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.2K- 1.24% |
$33.6K - $36.2K
|
95.5K
$2.62M
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
SELL
|
- |
-1.66K- 2.44% |
$46.4K - $50K
|
66.4K
$1.82M
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.24K- 10.92% |
$62.6K - $67.5K
|
18.3K
$501K
|
|
Nov 14, 2022
Q3 2022
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-4.63K- 35.04% |
$129K - $139K
|
8.58K
$235K
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-5.1K- 12.62% |
$142K - $154K
|
35.3K
$967K
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-6.07K- 11.99% |
$169K - $183K
|
44.5K
$1.22M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.84K- 16.01% |
$275K - $296K
|
51.6K
$1.41M
|