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

WisdomTree Bloomberg U.S. Dollar Bullish Fund logo
$26.28 +0.04 (+0.15%)
As of 04/25/2025 04:10 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)
58
Total
Institutional Inflows
(last 12 months)
$185.55M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$93.90M
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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
4/23/2025 PMV Capital Advisers LLC34,933$952K2.3%+415.8%0.442%
4/21/2025 Osborne Partners Capital Management LLC473,450$12.91M0.7%+2.5%5.993%
4/17/2025 Good 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%
4/14/2025 NewSquare 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%
4/10/2025 Portside 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%
2/18/2025 Continuum 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%
2/13/2025 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%
2/12/2025Maridea 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%
2/6/2025 NewSquare 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%
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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%
1/24/2025 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%
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%
10/24/2024Summit 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%
10/9/2024TAP Consulting LLC53,173$1.41M0.3%+13.5%0.673%
8/22/2024Cetera Investment Advisers236,136$6.40M0.0%-0.5%2.989%
8/16/2024Ascent Group LLC14,008$379K0.0%N/A0.177%
8/14/2024Bank of Montreal Can16,491$447K0.0%-82.5%0.209%
8/9/2024Dravo Bay LLC73,329$1.99M1.1%+9.4%0.928%
8/8/2024Envestnet Asset Management Inc.394,555$10.69M0.0%+160.3%4.994%
8/8/2024PFG Advisors280,004$7.59M0.5%+1.9%3.544%
8/8/2024VitalStone Financial LLC89,903$2.44M1.8%+43.8%1.138%
8/6/2024TAP Consulting LLC46,837$1.27M0.3%+18.9%0.593%
8/6/2024Hanlon Investment Management Inc.12,972$351K0.1%N/A0.164%
8/2/2024Aveo 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%
7/10/2024Csenge Advisory Group35,030$949K0.1%N/A0.443%
7/5/2024 HBW Advisory Services LLC6,732$182K0.0%N/A0.085%
5/24/2024Cetera Investment Advisers237,264$6.22M0.0%N/A3.003%
5/16/2024Jane Street Group LLC600,675$15.74M0.0%-46.5%7.603%
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5/14/2024Vident Advisory LLC159,155$4.17M0.1%+26.9%2.015%
5/7/2024Atomi Financial Group Inc.8,164$214K0.0%-31.4%0.103%
5/7/2024Significant Wealth Partners LLC47,512$1.25M0.8%N/A0.601%
5/7/2024PFG Advisors274,881$7.20M0.5%-15.4%3.480%
5/6/2024VitalStone Financial LLC62,541$1.64M1.3%+658.2%0.792%
4/30/2024Summit 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%
(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, 84 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. ($15.88M), Stifel Financial Corp ($14.38M), Osborne Partners Capital Management LLC ($12.91M), 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 79 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 LPL Financial LLC ($267.29K).

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

Institutional investors have bought a total of 9,601,487 shares in the last 24 months. This purchase volume represents approximately $259.88M in transactions.

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

Of the 31 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), Bank of Montreal Can ($184.49K), Cetera Investment Advisers ($184.23K), HighTower Advisors LLC ($165.61K), Envestnet Asset Management Inc. ($155.77K), and LPL Financial LLC ($133.35K).

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

Institutional investors have sold a total of 4,151,986 shares in the last 24 months. This volume of shares sold represents approximately $110.82M in transactions.


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This page (NYSEARCA:USDU) was last updated on 4/27/2025 by MarketBeat.com Staff
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