Purchases and Sales Made in Q3 2025 in Wisdomtree Bloomberg U.S. Doll (USDU)
This table provides information about the institutional ownership of Wisdomtree Bloomberg U.S. Doll (USDU) during Q3 2025. 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 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
324KNew |
$8.35M - $8.62M
|
324K
$8.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
166KNew |
$4.27M - $4.41M
|
166K
$4.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
144K+ 808.83% |
$3.71M - $3.83M
|
162K
$4.35M
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
136KNew |
$3.51M - $3.63M
|
136K
$3.66M
|
|
|
Nov 03, 2025
Q3 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
126KNew |
$3.24M - $3.35M
|
126K
$3.38M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
64.2K+ 104.07% |
$1.66M - $1.71M
|
126K
$3.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
52K+ 66.87% |
$1.34M - $1.38M
|
130K
$3.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
48.4K+ 8.2% |
$1.25M - $1.29M
|
638K
$17.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
32.6K+ 6.78% |
$839K - $866K
|
512K
$13.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
31.4KNew |
$810K - $837K
|
31.4K
$844K
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
11.3KNew |
$292K - $301K
|
11.3K
$304K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.1K+ 45.41% |
$285K - $295K
|
35.4K
$952K
|
|
|
Nov 20, 2025
Q3 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
10.7K+ 87.51% |
$275K - $284K
|
22.9K
$614K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.44K+ 35.28% |
$243K - $251K
|
36.2K
$973K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.45K+ 12.42% |
$37.3K - $38.5K
|
13.1K
$351K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1K+ 147.06% |
$25.8K - $26.6K
|
1.68K
$45.1K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
376New |
$9.69K - $10K
|
376
$10.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
275New |
$7.09K - $7.32K
|
275
$7.39K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
113New |
$2.91K - $3.01K
|
113
$3.04K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
52+ 77.61% |
$1.34K - $1.38K
|
119
$3.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-82- 20.3% |
$2.11K - $2.18K
|
322
$8.65K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.36K- 48.64% |
$35.1K - $36.3K
|
1.44K
$38.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.74K- 32.93% |
$70.7K - $73K
|
5.58K
$150K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.05K- 24.08% |
$78.7K - $81.2K
|
9.62K
$258K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.82K- 82.1% |
$98.4K - $102K
|
832
$22.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-4.72K- 18.34% |
$122K - $126K
|
21K
$565K
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-5.09K- 7.82% |
$131K - $135K
|
60K
$1.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.48K- 19.28% |
$141K - $146K
|
22.9K
$616K
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-9.7K- 4.51% |
$250K - $258K
|
206K
$5.52M
|
|
|
Nov 12, 2025
Q3 2025
|
J Hagan Capital, Inc.
Louisville, KY |
SELL
|
- |
-12.9KClosed |
$333K - $344K
|
0
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.5K- 10.43% |
$374K - $387K
|
125K
$3.35M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-15.9K- 13.85% |
$411K - $424K
|
99.1K
$2.66M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-59.8K- 35.07% |
$1.54M - $1.59M
|
111K
$2.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-93.2K- 41.2% |
$2.4M - $2.48M
|
133K
$3.57M
|
|