Free Trial
→ Your Wealth is Under Attack (From American Alternative) (Ad) Buy USDU Stock  Free USDU Stock Alerts

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

WisdomTree Bloomberg U.S. Dollar Bullish Fund logo
$27.26 +0.03 (+0.11%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$174.43M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$93.75M
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.

Skip Chart & View Institutional Buying and Selling Data

USDU Institutional Buying and Selling by Quarter

Remove Ads

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
3/17/2025 Wealth Enhancement Advisory Services LLC9,086$251K0.0%N/A0.087%
2/18/2025 Continuum Advisory LLC2,109$58K0.0%N/A0.027%
2/17/2025 Vident Advisory LLC40,690$1.13M0.0%N/A0.515%
2/17/2025 Napa Wealth Management13,218$366K0.2%-60.8%0.167%
2/17/2025 Cetera Investment Advisers32,959$912K0.0%-84.7%0.417%
2/17/2025 Beaumont Capital Management LLC44,263$1.22M0.9%N/A0.560%
2/17/2025 Bank of America Corp DE250,397$6.93M0.0%-1.7%3.170%
2/14/2025 Jane Street Group LLC72,143$2.00M0.0%-89.0%0.913%
2/14/2025 Prosperity 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%
2/13/2025 Townsquare Capital LLC158,787$4.39M0.0%N/A2.010%
2/13/2025 Bank of Montreal Can14,270$395K0.0%-88.2%0.181%
2/13/2025 Certior Financial Group LLC30,333$839K0.7%N/A0.384%
2/13/2025 Cerity Partners LLC25,324$700K0.0%N/A0.321%
2/13/2025 Envestnet Asset Management Inc.283,287$7.84M0.0%-6.2%3.586%
2/12/2025 Arete Wealth Advisors LLC21,062$584K0.0%N/A0.267%
2/12/2025 Maridea Wealth Management LLC102,169$2.83M0.9%N/A1.293%
2/12/2025 JPMorgan Chase & Co.80,523$2.23M0.0%+0.9%1.019%
2/11/2025 LPL Financial LLC434,354$12.01M0.0%+46.7%5.498%
2/11/2025 TD Private Client Wealth LLC13,002$360K0.0%N/A0.165%
2/11/2025 TAP Consulting LLC55,547$1.54M0.3%+4.5%0.703%
2/7/2025 PFG Advisors10,877$301K0.0%+7.1%0.138%
2/7/2025 HighTower Advisors LLC223,911$6.19M0.0%+340.1%2.834%
2/6/2025 Assetmark Inc.72,927$2.02M0.0%+4,463.6%0.923%
2/6/2025 NewSquare Capital LLC74,822$2.07M0.2%+2.3%0.947%
2/5/2025 Norden Group LLC7,714$213K0.0%N/A0.098%
2/4/2025 Bank 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%
1/29/2025 Avestar Capital LLC76,568$2.12M0.2%-3.4%0.969%
1/28/2025 Empowered Funds LLC133,382$3.69M0.1%N/A1.688%
1/24/2025 Alliance Wealth Advisors LLC UT44,822$1.24M0.3%N/A0.567%
1/24/2025 Osborne Partners Capital Management LLC462,025$12.78M0.7%+0.9%5.848%
1/17/2025 Whalen 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%
7 Stocks Set to Win Big Under Trump’s America First Agenda 🚀 (Ad)

The Trump economy is back in full force, and it’s creating huge opportunities for investors. With Trump pushing for lower taxes, fewer regulations, tariffs on foreign competitors, and domestic manufacturing dominance, some stocks are set to skyrocket in value—while others will be left behind. That’s why we put together this free report revealing the 7 MAGA stocks poised to thrive in 2025.

🔻 Download the full report now and get the inside track on these 7 powerhouse stocks.
1/8/2025 Worth Asset Management LLC32,718$905K0.5%N/A0.414%
12/26/2024 JPMorgan Chase & Co.79,794$2.12M0.0%-43.9%1.010%
11/15/2024 Jane Street Group LLC653,560$17.34M0.0%+107.8%8.273%
11/15/2024 HighTower Advisors LLC50,883$1.35M0.0%-76.5%0.644%
11/15/2024 Hilltop Holdings Inc.42,913$1.14M0.1%N/A0.543%
11/14/2024 Flow Traders U.S. LLC38,476$1.02M0.1%+392.5%0.487%
11/13/2024 Avestar Capital LLC79,267$2.10M0.2%-10.6%1.003%
11/13/2024 Bank of Montreal Can120,750$3.20M0.0%+632.2%1.528%
11/7/2024 Napa Wealth Management33,717$895K0.4%N/A0.427%
11/6/2024 Veery Capital LLC8,005$212K0.1%-74.9%0.101%
11/1/2024 Assetmark Inc.1,598$42K0.0%-99.9%0.020%
10/24/2024 Summit Place Financial Advisors LLC197,941$5.25M2.9%-4.9%2.506%
10/23/2024 Osborne Partners Capital Management LLC458,069$12.15M0.7%+2.3%5.798%
10/21/2024 Flagship 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%
10/9/2024 TAP Consulting LLC53,173$1.41M0.3%+13.5%0.673%
8/22/2024 Cetera Investment Advisers236,136$6.40M0.0%-0.5%2.989%
8/16/2024 Ascent Group LLC14,008$379K0.0%N/A0.177%
8/14/2024 Bank of Montreal Can16,491$447K0.0%-82.5%0.209%
8/9/2024 Dravo Bay LLC73,329$1.99M1.1%+9.4%0.928%
8/8/2024 Envestnet Asset Management Inc.394,555$10.69M0.0%+160.3%4.994%
8/8/2024 PFG Advisors280,004$7.59M0.5%+1.9%3.544%
8/8/2024VitalStone Financial LLC89,903$2.44M1.8%+43.8%1.138%
8/6/2024 TAP Consulting LLC46,837$1.27M0.3%+18.9%0.593%
8/6/2024 Hanlon Investment Management Inc.12,972$351K0.1%N/A0.164%
8/2/2024 Aveo Capital Partners LLC147,901$4.01M0.5%+984.1%1.872%
7/29/2024 TrueMark Investments LLC14,467$392K0.1%N/A0.183%
7/17/2024 GenWealth Group Inc.505,516$13.69M3.4%+0.8%6.399%
7/16/2024 Envestnet Portfolio Solutions Inc.14,629$396K0.0%N/A0.185%
7/16/2024 Moulton Wealth Management Inc.51,033$1.38M1.2%N/A0.646%
7/12/2024 Sound Income Strategies LLC87,137$2.36M0.1%N/A1.103%
7/11/2024 Worth Asset Management LLC23,543$638K0.4%N/A0.298%
7/10/2024 Csenge Advisory Group35,030$949K0.1%N/A0.443%
7/5/2024 HBW Advisory Services LLC6,732$182K0.0%N/A0.085%
5/24/2024 Cetera Investment Advisers237,264$6.22M0.0%N/A3.003%
5/16/2024 Jane Street Group LLC600,675$15.74M0.0%-46.5%7.603%
5/14/2024 Vident Advisory LLC159,155$4.17M0.1%+26.9%2.015%
5/7/2024 Atomi Financial Group Inc.8,164$214K0.0%-31.4%0.103%
5/7/2024 Significant Wealth Partners LLC47,512$1.25M0.8%N/A0.601%
5/7/2024 PFG Advisors274,881$7.20M0.5%-15.4%3.480%
5/6/2024VitalStone Financial LLC62,541$1.64M1.3%+658.2%0.792%
4/30/2024 Summit Place Financial Advisors LLC208,101$5.45M3.2%+2.3%2.634%
4/25/2024 Osborne Partners Capital Management LLC445,689$11.68M0.7%+0.7%7.074%
4/19/2024 Veery Capital LLC31,817$834K0.3%+27.8%0.505%
4/11/2024 GenWealth Group Inc.501,458$13.14M3.3%+7.9%7.775%
2/14/2024VitalStone Financial LLC8,249$207K0.2%N/A0.128%
2/13/2024Cetera Advisor Networks LLC239,103$6.00M0.0%-0.2%3.707%
2/9/2024 Assetmark Inc.180,972$4.54M0.0%+15,018.8%2.806%
Your Wealth is Under Attack (Ad)

Please don't wait—this is your moment to take action. Download your Wealth Protection Guide now, claim your free gift, and see how Trump's victory could spark major gains for gold.

Click here now to see how to stop them in their tracks!
2/7/2024 Summit Place Financial Advisors LLC203,396$5.11M3.3%+3.8%3.153%
2/6/2024 Dravo Bay LLC57,848$1.45M1.0%-1.5%0.897%
2/6/2024 Aveo Capital Partners LLC13,707$344K0.0%N/A0.213%
2/2/2024 TAP Consulting LLC33,221$834K0.2%-2.9%0.515%
2/1/2024 NewSquare Capital LLC68,832$1.73M0.2%+1.3%1.067%
2/1/2024 Larson Financial Group LLC4,619$116K0.0%N/A0.072%
1/31/2024 Resonant Capital Advisors LLC10,500$264K0.0%N/A0.163%
1/24/2024 International Assets Investment Management LLC2,611$66K0.0%+2,410.6%0.040%
1/23/2024 Householder Group Estate & Retirement Specialist LLC9,424$236K0.1%N/A0.146%
1/22/2024 Osborne Partners Capital Management LLC442,385$11.11M0.7%-0.6%6.859%
(Data available from 1/1/2016 forward)

Remove Ads

USDU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USDU shares?

During the previous two years, 82 institutional investors and hedge funds held shares of WisdomTree Bloomberg U.S. Dollar Bullish Fund. The most heavily invested institutionals were Sei Investments Co. ($59.99M), 3EDGE Asset Management LP ($46.50M), Flagship Harbor Advisors LLC ($42.91M), GenWealth Group Inc. ($15.47M), Stifel Financial Corp ($14.38M), Osborne Partners Capital Management LLC ($12.78M), and LPL Financial LLC ($12.01M).Learn more on USDU's institutional investors.

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

Of the 74 institutional investors that purchased WisdomTree Bloomberg U.S. Dollar Bullish Fund 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), Stifel Financial Corp ($494.66K), Sei Investments Co. ($434.44K), Jane Street Group LLC ($339.08K), and PFG Advisors ($330.58K).

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

Institutional investors have bought a total of 9,547,767 shares in the last 24 months. This purchase volume represents approximately $257.94M in transactions.

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

Of the 34 institutional investors that sold WisdomTree Bloomberg U.S. Dollar Bullish Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assetmark Inc. ($1.65M), Jane Street Group LLC ($1.10M), Accurate Wealth Management LLC ($352.42K), McElhenny Sheffield Capital Management LLC ($324.08K), Bank of Montreal Can ($184.49K), Cetera Investment Advisers ($184.23K), and HighTower Advisors LLC ($165.61K).

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

Institutional investors have sold a total of 4,907,881 shares in the last 24 months. This volume of shares sold represents approximately $130.52M in transactions.


Related Companies

This page (NYSEARCA:USDU) was last updated on 3/31/2025 by MarketBeat.com Staff
From Our Partners
A market crash is coming—here’s when
The stock market cycle I've used to identify the most likely day of the next market crash is the exact same in...
Chaikin Analytics | Sponsored
A brutally honest economic warning for 2025 (see proof)
New York Times best-selling financial author and world-renowned economist Addison Wiggin (a man who’s worked s...
Banyan Hill Publishing | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Has Trump finally met his match?
Dylan Jovine predicted the 2008 crash over a year before it happened. Folks who listened to him had the chance...
Behind the Markets | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Just Revealed: The chip company making AI look primitive
In his just-released video presentation, this renowned market strategist — who's been called "one of the most ...
InvestorPlace | Sponsored
DOGE officially begins retirement transformation
Elon Musk's Department of Government Efficiency ("DOGE") just announced the first-ever "fully digital retireme...
Altimetry | Sponsored
Urgent Bitcoin alert for RIGHT NOW
Former billion-dollar hedge fund manager Larry Benedict has released the most incredible presentation of his 4...
Brownstone Research | Sponsored