Security key
97717W471
- Security type / class
- Equity / BLMBG US BULL
- Total 13F shares
- 1,603,326
- Total 13F value
- $43,375,000
- Share change
- -238,797
- SEC-reported price per share
- $27.05
- Number of holders
- 30
- Value change
- -$6,361,944
- Number of buys
- 12
- Number of sells
- 19
Report period
Q4 2018
Institutions
30
Top holders
10
USDU full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2019
Previous quarter: Q3 2018
Broader feeds
Reporting periods
Holder history for CUSIP 97717W471
Recent filing periods:
Ownership snapshot
Top reported holders of USDU - WISDOMTREE TR - BLMBG US BULL (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
—
Disclosed value leader
—
Comparable rows
0/0
Latest evidence
—
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
13F holder rows
Institutional holders as of Q4 2018
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
30
Shares
1,603,326
Rows available
30
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2018 vs Q3 2018 Across Filers
Q3 2018 holders
31
Q4 2018 holders
30
Holder diff
-1
| Investor | Q3 2018 Shares | Q4 2018 Shares | Share Diff | Share Chg % | Q3 2018 value | Q4 2018 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend