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

WisdomTree Bloomberg U.S. Dollar Bullish Fund logo
$26.40 -0.22 (-0.83%)
Closing price 08/1/2025 04:10 PM Eastern
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$26.38 -0.02 (-0.08%)
As of 08/1/2025 04:17 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree Bloomberg U.S. Dollar Bullish Fund (NYSEARCA:USDU)

Number of
Institutional Buyers
(last 12 months)
61
Total
Institutional Inflows
(last 12 months)
$199.21M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$99.08M
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USDU Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Envestnet 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%
5/7/2025 Maridea 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%
5/1/2025 Reyes 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%
4/28/2025 Summit Place Financial Advisors LLC211,722$5.77M3.3%+8.1%2.680%
4/23/2025 PMV 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%
4/16/2025 Defined Financial Planning LLC15,167$412K0.4%+5.0%0.193%
4/15/2025 Accurate Wealth Management LLC179,419$4.74M0.9%N/A2.286%
4/14/2025 Farther Finance Advisors LLC49,577$1.35M0.0%N/A0.632%
4/14/2025NewSquare Capital LLC72,086$1.97M0.2%-3.7%0.918%
4/14/2025 Moulton Wealth Management Inc.50,720$1.38M1.1%+333.5%0.646%
4/10/2025Portside Wealth Group LLC30,826$853K0.1%N/A0.393%
4/10/2025 GenWealth Group Inc.582,583$15.88M3.5%+4.2%7.421%
4/9/2025 Worth Asset Management LLC30,101$821K0.4%-8.0%0.383%
4/9/2025 Wallace Advisory Group LLC17,615$487K0.3%N/A0.224%
3/17/2025 Wealth Enhancement Advisory Services LLC9,086$251K0.0%N/A0.087%
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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%
2/14/2025 J. Safra Sarasin Holding AG81,130$2.24M0.0%N/A1.027%
2/13/2025 Defined 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%
2/12/2025 Maridea 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%
2/11/2025 TD 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%
2/5/2025 Norden 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%
2/3/2025 Summit Place Financial Advisors LLC195,872$5.42M3.1%-1.0%2.479%
1/31/2025 3EDGE 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%
1/16/2025 Moulton Wealth Management Inc.11,700$324K0.2%-54.1%0.148%
1/15/2025 GenWealth Group Inc.559,129$15.47M3.5%+3.4%7.078%
1/15/2025 Ameritas Advisory Services LLC90,449$2.50M0.1%+9.5%1.145%
1/13/2025 Matrix Trust Co3,287$91K0.0%N/A0.042%
1/10/2025 HBW Advisory Services LLC14,824$410K0.1%N/A0.188%
1/8/2025 Worth 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%
11/6/2024 Veery Capital LLC8,005$212K0.1%-74.9%0.101%
11/1/2024Assetmark Inc.1,598$42K0.0%-99.9%0.020%
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10/24/2024 Summit Place Financial Advisors LLC197,941$5.25M2.9%-4.9%2.506%
10/23/2024Osborne Partners Capital Management LLC458,069$12.15M0.7%+2.3%5.798%
10/21/2024Flagship Harbor Advisors LLC1,617,224$42.91M2.4%N/A20.471%
10/18/2024 Moulton Wealth Management Inc.25,467$684K0.6%-50.1%0.322%
10/12/2024 GenWealth Group Inc.540,627$14.34M3.3%+6.9%6.843%
10/11/2024VitalStone Financial LLC79,493$2.11M1.4%-11.6%1.006%
10/9/2024TAP Consulting LLC53,173$1.41M0.3%+13.5%0.673%
8/22/2024Cetera Investment Advisers236,136$6.40M0.0%-0.5%2.989%
8/16/2024 Ascent Group LLC14,008$379K0.0%N/A0.177%
8/14/2024Bank of Montreal Can16,491$447K0.0%-82.5%0.209%
(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, 83 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 79 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 7,355,963 shares in the last 24 months. This purchase volume represents approximately $199.21M in transactions.

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

Of the 21 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 ($581.42K), HighTower Advisors LLC ($338.20K), Envestnet Asset Management Inc. ($273.61K), Bank of Montreal Can ($184.49K), Cetera Investment Advisers ($184.23K), and Maridea Wealth Management LLC ($103.03K).

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

Institutional investors have sold a total of 3,691,210 shares in the last 24 months. This volume of shares sold represents approximately $99.08M in transactions.


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This page (NYSEARCA:USDU) was last updated on 8/2/2025 by MarketBeat.com Staff
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