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

WisdomTree Bloomberg U.S. Dollar Bullish Fund logo
$26.33 +0.12 (+0.46%)
As of 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)
61
Total
Institutional Inflows
(last 12 months)
$194.05M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$90.28M
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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
5/22/2025 WBI Investments LLC11,963$326K0.1%N/A0.180%
5/19/2025 Jane Street Group LLC173,063$4.72M0.0%+139.9%2.602%
5/16/2025 Empowered Funds LLC201,419$5.49M0.1%+51.0%3.029%
5/15/2025 Vident Advisory LLC342,381$9.33M0.1%+741.4%5.149%
5/14/2025 Napa Wealth Management18,714$510K0.3%+41.6%0.281%
5/14/2025 Summit Financial LLC59,015$1.61M0.0%N/A0.887%
5/13/2025 Global View Capital Management LLC11,292$308K0.1%N/A0.170%
5/13/2025 HighTower 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%
5/7/2025 LPL Financial LLC358,813$9.78M0.0%-17.4%4.542%
5/7/2025 Nvwm LLC5,674$155K0.0%N/A0.072%
5/6/2025 Assetmark Inc.8,207$224K0.0%-88.7%0.104%
5/6/2025 PFG Advisors10,421$284K0.0%-4.2%0.132%
5/1/2025 Reyes Financial Architecture Inc.4,944$135K0.1%-93.5%0.063%
4/30/2025 Trek Financial LLC32,107$875K0.1%N/A0.406%
4/29/2025 Envestnet 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%
4/21/2025 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%
2/17/2025 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%
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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%
2/11/2025TAP 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%
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%
10/9/2024TAP 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%
F1 Engineering Powers This Electric Marine Motor (Ad)

The future of marine propulsion has arrived - powered by F-1 grade engineering. In collaboration with McLaren Engineering, a NASDAQ-listed marine tech company unveiled a groundbreaking new electric powertrain set to transform the industry.

How one NASDAQ-listed disruptor is bringing the world's most powerful electric marine powertrain to
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%
8/6/2024TAP 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%
(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, 80 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. ($15.88M), Stifel Financial Corp ($14.38M), Osborne Partners Capital Management LLC ($12.91M), LPL Financial LLC ($9.78M), and Vident Advisory LLC ($9.33M).Learn more on USDU's institutional investors.

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

Of the 76 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), Jane Street Group LLC ($440.00K), Vident Advisory LLC ($376.17K), 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 9,656,091 shares in the last 24 months. This purchase volume represents approximately $262.11M in transactions.

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

Of the 27 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. ($1.67M), Jane Street Group LLC ($1.10M), HighTower Advisors LLC ($338.20K), Bank of Montreal Can ($184.49K), Cetera Investment Advisers ($184.23K), Envestnet Asset Management Inc. ($169.24K), and Worth Asset Management LLC ($103.31K).

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

Institutional investors have sold a total of 4,244,493 shares in the last 24 months. This volume of shares sold represents approximately $113.73M in transactions.


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This page (NYSEARCA:USDU) was last updated on 5/28/2025 by MarketBeat.com Staff
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