Free Trial
→ October 16 Changes the Microchip Game — and Investing (From Banyan Hill Publishing) (Ad)tc pixel Free USDU Stock Alerts

WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) Institutional Ownership

WisdomTree Bloomberg U.S. Dollar Bullish Fund logo
$26.27 +0.03 (+0.11%)
Closing price 04:10 PM Eastern
Extended Trading
$26.26 0.00 (-0.02%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for WisdomTree Bloomberg U.S. Dollar Bullish Fund (NYSEARCA:USDU)

Number of
Institutional Buyers
(last 12 months)
59
Total
Institutional Inflows
(last 12 months)
$202.12M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$101.07M
Get USDU Insider Trade Alerts

Want to know when executives and insiders are buying or selling WisdomTree Bloomberg U.S. Dollar Bullish Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

USDU Institutional Buying and Selling by Quarter

WisdomTree Bloomberg U.S. Dollar Bullish Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Bank of America Corp DE226,288$5.83M0.0%-8.0%4.310%
8/14/2025 Jane Street Group LLC139,184$3.59M0.0%-19.6%2.651%
8/14/2025 Ausdal Financial Partners Inc.77,753$2.00M0.1%-57.6%1.481%
8/13/2025 Flow Traders U.S. LLC80,776$2.08M0.1%N/A1.539%
8/13/2025 Legacy Capital Wealth Partners LLC25,764$664K0.1%N/A0.491%
8/13/2025 Virtue Capital Management LLC189,396$4.88M0.9%N/A3.608%
8/12/2025 JPMorgan Chase & Co.1,425$37K0.0%-49.1%0.027%
8/8/2025 Advyzon Investment Management LLC115,043$2.97M0.7%N/A2.256%
8/5/2025 NewSquare Capital LLC73,608$1.90M0.1%+2.1%1.443%
8/5/2025 WorthPointe LLC32,853$847K0.4%N/A0.644%
8/1/2025 Envestnet Asset Management Inc.28,409$732K0.0%-88.5%0.557%
7/24/2025 Summit Place Financial Advisors LLC215,292$5.55M2.8%+1.7%4.101%
7/24/2025 McElhenny Sheffield Capital Management LLC519,188$13.38M0.9%N/A10.384%
7/23/2025 Defined Financial Planning LLC9,381$246K0.2%-38.1%0.188%
7/22/2025 Belpointe Asset Management LLC17,260$445K0.0%N/A0.345%
7/17/2025 Raleigh Capital Management Inc.25,185$649K0.3%N/A0.504%
7/16/2025 GenWealth Group Inc.589,940$15.20M3.1%+1.3%11.799%
7/16/2025 Maridea Wealth Management LLC61,716$1.59M0.4%-62.5%1.234%
7/15/2025 Heritage Oak Wealth Advisors LLC17,747$457K0.2%N/A0.355%
7/10/2025 Worth Asset Management LLC16,278$419K0.2%-45.9%0.332%
5/22/2025WBI Investments LLC11,963$326K0.1%N/A0.180%
5/19/2025Jane Street Group LLC173,063$4.72M0.0%+139.9%2.602%
5/16/2025Empowered Funds LLC201,419$5.49M0.1%+51.0%3.029%
5/15/2025Vident Advisory LLC342,381$9.33M0.1%+741.4%5.149%
5/14/2025Napa Wealth Management18,714$510K0.3%+41.6%0.281%
5/14/2025Summit Financial LLC59,015$1.61M0.0%N/A0.887%
5/13/2025Global View Capital Management LLC11,292$308K0.1%N/A0.170%
5/13/2025HighTower Advisors LLC51,326$1.40M0.0%-77.1%0.772%
5/7/2025Maridea Wealth Management LLC164,749$4.49M1.5%+61.3%2.085%
5/7/2025LPL Financial LLC358,813$9.78M0.0%-17.4%4.542%
5/7/2025Nvwm LLC5,674$155K0.0%N/A0.072%
5/6/2025Assetmark Inc.8,207$224K0.0%-88.7%0.104%
5/6/2025PFG Advisors10,421$284K0.0%-4.2%0.132%
5/1/2025Reyes Financial Architecture Inc.4,944$135K0.1%-93.5%0.063%
4/30/2025Trek Financial LLC32,107$875K0.1%N/A0.406%
4/29/2025Envestnet Asset Management Inc.247,270$6.74M0.0%-12.7%3.130%
4/28/2025Summit Place Financial Advisors LLC211,722$5.77M3.3%+8.1%2.680%
4/23/2025PMV Capital Advisers LLC34,933$952K2.3%+415.8%0.442%
4/21/2025Osborne Partners Capital Management LLC473,450$12.91M0.7%+2.5%5.993%
4/17/2025Good Life Advisors LLC72,777$1.98M0.1%N/A0.927%
4/16/2025Defined Financial Planning LLC15,167$412K0.4%+5.0%0.193%
4/15/2025Accurate Wealth Management LLC179,419$4.74M0.9%N/A2.286%
4/14/2025Farther Finance Advisors LLC49,577$1.35M0.0%N/A0.632%
4/14/2025NewSquare Capital LLC72,086$1.97M0.2%-3.7%0.918%
4/14/2025Moulton Wealth Management Inc.50,720$1.38M1.1%+333.5%0.646%
4/10/2025Portside Wealth Group LLC30,826$853K0.1%N/A0.393%
4/10/2025GenWealth Group Inc.582,583$15.88M3.5%+4.2%7.421%
4/9/2025Worth Asset Management LLC30,101$821K0.4%-8.0%0.383%
4/9/2025Wallace Advisory Group LLC17,615$487K0.3%N/A0.224%
3/17/2025Wealth Enhancement Advisory Services LLC9,086$251K0.0%N/A0.087%
2/18/2025Continuum Advisory LLC2,109$58K0.0%N/A0.027%
2/17/2025Vident Advisory LLC40,690$1.13M0.0%N/A0.515%
2/17/2025Napa Wealth Management13,218$366K0.2%-60.8%0.167%
2/17/2025Cetera Investment Advisers32,959$912K0.0%-84.7%0.417%
2/17/2025Beaumont Capital Management LLC44,263$1.22M0.9%N/A0.560%
2/17/2025Bank of America Corp DE250,397$6.93M0.0%-1.7%3.170%
2/14/2025Jane Street Group LLC72,143$2.00M0.0%-89.0%0.913%
2/14/2025Prosperity Consulting Group LLC13,542$375K0.0%N/A0.171%
2/14/2025J. Safra Sarasin Holding AG81,130$2.24M0.0%N/A1.027%
2/13/2025Defined Financial Planning LLC14,444$400K0.4%N/A0.183%
2/13/2025Townsquare Capital LLC158,787$4.39M0.0%N/A2.010%
2/13/2025Bank of Montreal Can14,270$395K0.0%-88.2%0.181%
2/13/2025Certior Financial Group LLC30,333$839K0.7%N/A0.384%
2/13/2025Cerity Partners LLC25,324$700K0.0%N/A0.321%
2/13/2025Envestnet Asset Management Inc.283,287$7.84M0.0%-6.2%3.586%
2/12/2025Arete Wealth Advisors LLC21,062$584K0.0%N/A0.267%
2/12/2025Maridea Wealth Management LLC102,169$2.83M0.9%N/A1.293%
2/12/2025JPMorgan Chase & Co.80,523$2.23M0.0%+0.9%1.019%
2/11/2025LPL Financial LLC434,354$12.01M0.0%+46.7%5.498%
2/11/2025TD Private Client Wealth LLC13,002$360K0.0%N/A0.165%
2/11/2025TAP Consulting LLC55,547$1.54M0.3%+4.5%0.703%
2/7/2025PFG Advisors10,877$301K0.0%+7.1%0.138%
2/7/2025HighTower Advisors LLC223,911$6.19M0.0%+340.1%2.834%
2/6/2025Assetmark Inc.72,927$2.02M0.0%+4,463.6%0.923%
2/6/2025NewSquare Capital LLC74,822$2.07M0.2%+2.3%0.947%
2/5/2025Norden Group LLC7,714$213K0.0%N/A0.098%
2/4/2025Bank of New York Mellon Corp160,763$4.45M0.0%+1,003.8%2.035%
2/3/2025Summit Place Financial Advisors LLC195,872$5.42M3.1%-1.0%2.479%
1/31/20253EDGE Asset Management LP1,681,124$46.50M2.9%N/A21.280%
1/29/2025Avestar Capital LLC76,568$2.12M0.2%-3.4%0.969%
1/28/2025Empowered Funds LLC133,382$3.69M0.1%N/A1.688%
1/24/2025Alliance Wealth Advisors LLC UT44,822$1.24M0.3%N/A0.567%
1/24/2025Osborne Partners Capital Management LLC462,025$12.78M0.7%+0.9%5.848%
1/17/2025Whalen Wealth Management Inc.63,948$1.77M1.2%N/A0.809%
1/16/2025Moulton Wealth Management Inc.11,700$324K0.2%-54.1%0.148%
1/15/2025GenWealth Group Inc.559,129$15.47M3.5%+3.4%7.078%
1/15/2025Ameritas Advisory Services LLC90,449$2.50M0.1%+9.5%1.145%
1/13/2025Matrix Trust Co3,287$91K0.0%N/A0.042%
1/10/2025HBW Advisory Services LLC14,824$410K0.1%N/A0.188%
1/8/2025Worth Asset Management LLC32,718$905K0.5%N/A0.414%
12/26/2024JPMorgan Chase & Co.79,794$2.12M0.0%-43.9%1.010%
11/15/2024Jane Street Group LLC653,560$17.34M0.0%+107.8%8.273%
11/15/2024HighTower Advisors LLC50,883$1.35M0.0%-76.5%0.644%
11/15/2024Hilltop Holdings Inc.42,913$1.14M0.1%N/A0.543%
11/14/2024Flow Traders U.S. LLC38,476$1.02M0.1%+392.5%0.487%
11/13/2024Avestar Capital LLC79,267$2.10M0.2%-10.6%1.003%
11/13/2024Bank of Montreal Can120,750$3.20M0.0%+632.2%1.528%
11/7/2024Napa Wealth Management33,717$895K0.4%N/A0.427%
11/6/2024Veery Capital LLC8,005$212K0.1%-74.9%0.101%
11/1/2024Assetmark Inc.1,598$42K0.0%-99.9%0.020%
(Data available from 1/1/2016 forward)

USDU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USDU shares?

During the previous two years, 87 institutional investors and hedge funds held shares of WisdomTree Bloomberg U.S. Dollar Bullish Fund. The most heavily invested institutionals were 3EDGE Asset Management LP ($46.50M), Flagship Harbor Advisors LLC ($42.91M), GenWealth Group Inc. ($15.20M), Stifel Financial Corp ($14.38M), McElhenny Sheffield Capital Management LLC ($13.38M), Osborne Partners Capital Management LLC ($12.91M), and LPL Financial LLC ($9.78M).Learn more on WisdomTree Bloomberg U.S. Dollar Bullish Fund's institutional investors.

Which institutional investors have been buying WisdomTree Bloomberg U.S. Dollar Bullish Fund's stock?

Of the 81 institutional investors that purchased WisdomTree Bloomberg U.S. Dollar Bullish Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: 3EDGE Asset Management LP ($1.68M), Flagship Harbor Advisors LLC ($1.62M), HighTower Advisors LLC ($892.19K), McElhenny Sheffield Capital Management LLC ($519.19K), Stifel Financial Corp ($494.66K), Jane Street Group LLC ($440.00K), and Vident Advisory LLC ($376.17K).

How much institutional buying is happening at WisdomTree Bloomberg U.S. Dollar Bullish Fund?

Institutional investors have bought a total of 7,485,139 shares in the last 24 months. This purchase volume represents approximately $202.12M in transactions.

Which of WisdomTree Bloomberg U.S. Dollar Bullish Fund's major shareholders have been selling company stock?

Of the 22 institutional investors that sold WisdomTree Bloomberg U.S. Dollar Bullish Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assetmark Inc. ($1.67M), Jane Street Group LLC ($615.30K), HighTower Advisors LLC ($338.20K), Envestnet Asset Management Inc. ($273.61K), Cetera Investment Advisers ($183.11K), Bank of Montreal Can ($106.48K), and Ausdal Financial Partners Inc. ($105.66K).

How much institutional selling is happening at WisdomTree Bloomberg U.S. Dollar Bullish Fund?

Institutional investors have sold a total of 3,772,582 shares in the last 24 months. This volume of shares sold represents approximately $101.07M in transactions.


Related Companies

This page (NYSEARCA:USDU) was last updated on 9/12/2025 by MarketBeat.com Staff
From Our Partners
Forget NVDA. Put $1,000 into this stock now
A massive money shift is underway in the AI market. And it's opening up an extraordinary opportunity in a NEW ...
Chaikin Analytics | Sponsoredtc pixel
IRS Wants Another Check on Sept 15th—What If You Could Keep It Instead?
On September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed profession...
American Alternative | Sponsoredtc pixel
Out of 18,347 Cryptocurrencies... This is the ONLY One
The Single Most Undervalued DeFi Protocol You've Never Heard Of If there's one cryptocurrency you should b...
Crypto 101 Media | Sponsoredtc pixel
Critical AI announcement set to ignite AI 2.0
I just put together an urgent new presentation that you need to see right away. In short: I believe we are...
Timothy Sykes | Sponsoredtc pixel
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsoredtc pixel
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsoredtc pixel
Do NOT Day Trade (Do THIS instead)
Forget day trading (especially in markets like these). Trade OVERNIGHT instead! I've uncovered a shockin...
Monument Traders Alliance | Sponsoredtc pixel
The $17B signal no one expected…
After SpaceX struck a $17 billion deal with EchoStar for a block of radio frequencies, tech analyst Jeff Brown...
Brownstone Research | Sponsoredtc pixel