Go Pro
→ Trump’s New Currency Reset (From Porter & Company) (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
$26.71 -0.01 (-0.04%)
Closing price 04:10 PM Eastern
Extended Trading
$26.72 +0.01 (+0.05%)
As of 04:44 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 Massive. 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)
49
Total
Institutional Inflows
(last 12 months)
$202.87M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$27.16M
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
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. 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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Bank of America Corp DE42,045$1.11M0.0%+18.4%0.275%
5/18/2026Royal Bank of Canada1,189$32K0.0%-85.0%0.008%
5/18/2026Empowered Funds LLC512,482$13.49M0.1%N/A3.350%
5/15/2026Gateway Wealth Partners LLC44,110$1.16M0.0%N/A0.288%
5/14/2026Hilltop Holdings Inc.17,549$462K0.0%-62.3%0.115%
5/13/2026Cetera Investment Advisers114,123$3.01M0.0%N/A0.746%
5/7/2026Balefire LLC64,214$1.69M0.3%N/A0.420%
5/7/2026Parallel Advisors LLC4,615$122K0.0%+24.4%0.030%
5/6/2026Assetmark Inc.3,129,395$82.40M0.2%+5,639.0%20.454%
5/4/2026J. Safra Sarasin Holding AG119,357$3.14M0.1%-12.6%0.780%
5/1/2026Kaizen Financial Strategies8,000$207K0.1%N/A0.052%
5/1/2026Fifth Third Bancorp1,354$36K0.0%N/A0.009%
4/27/2026Osborne Partners Capital Management LLC530,739$13.97M0.7%+3.4%3.424%
4/27/2026PFG Investments LLC8,629$227K0.0%N/A0.056%
4/21/2026Maridea Wealth Management LLC100,114$2.64M0.4%-55.6%0.624%
4/18/2026Legacy Wealth Partners LLC71,083$1.87M0.5%N/A0.432%
4/17/2026Sovereign Financial Group Inc.34,771$916K0.2%+4.1%0.211%
4/16/2026Waystone Advisors LLC28,979$763K0.7%N/A0.176%
3/17/2026Rockefeller Capital Management L.P.54,792$1.41M0.0%N/A0.751%
2/18/2026Vident Advisory LLC73,501$1.90M0.0%N/A1.007%
2/17/2026Hilltop Holdings Inc.46,607$1.20M0.1%N/A0.638%
2/17/2026Royal Bank of Canada7,928$205K0.0%+31,612.0%0.109%
2/13/2026Advyzon Investment Management LLC404,396$10.43M1.2%+308.0%5.540%
2/13/2026Ausdal Financial Partners Inc.378,246$9.76M0.5%+191.5%5.181%
2/12/2026Jane Street Group LLC34,146$881K0.0%-72.6%0.468%
2/12/2026Commonwealth Equity Services LLC583,151$15.05M0.0%N/A7.988%
2/12/2026CIBC Private Wealth Group LLC956$25K0.0%+154.3%0.013%
2/12/2026Cowa LLC49,285$1.27M0.4%+335.3%0.675%
2/11/2026LPL Financial LLC47,117$1.22M0.0%+260.1%0.645%
2/11/2026Parallel Advisors LLC3,710$96K0.0%N/A0.051%
2/10/2026Avestar Capital LLC40,397$1.04M0.1%-32.6%0.553%
2/6/2026Prevail Innovative Wealth Advisors LLC171,248$4.42M0.8%+3.3%2.346%
2/6/2026HighTower Advisors LLC124,969$3.22M0.0%+12.9%1.712%
2/5/2026Tucker Asset Management LLC2,639$68K0.0%N/A0.036%
2/2/2026Truist Financial Corp21,459$563K0.0%N/A0.281%
2/2/2026Summit Place Financial Advisors LLC201,028$5.19M2.5%-2.2%2.628%
1/27/2026Osborne Partners Capital Management LLC513,243$13.24M0.7%+0.2%6.798%
1/26/2026Reyes Financial Architecture Inc.4,252$110K0.1%N/A0.055%
1/23/2026Farther Finance Advisors LLC148,563$3.83M0.0%N/A1.905%
1/23/2026Assetmark Inc.54,529$1.41M0.0%+16,834.5%0.699%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
1/21/2026Flagship Harbor Advisors LLC1,776$46K0.0%N/A0.023%
1/15/2026J. Safra Sarasin Holding AG136,509$3.52M0.1%+8.6%1.773%
1/12/2026GenWealth Group Inc.580,385$14.99M2.6%-9.1%7.537%
1/8/2026PMV Capital Advisers LLC5,282$136K0.2%N/A0.066%
1/8/2026Maridea Wealth Management LLC225,417$5.82M0.9%+79.0%2.818%
1/7/2026Sovereign Financial Group Inc.33,388$861K0.1%+6.2%0.415%
11/20/2025WBI Investments LLC22,854$603K0.2%+87.5%0.339%
11/17/2025Susquehanna International Group LLP36,212$956K0.0%-8.5%0.536%
11/17/2025Ausdal Financial Partners Inc.129,745$3.42M0.2%+66.9%1.922%
11/17/2025Bank of America Corp DE133,060$3.51M0.0%-41.2%1.971%
11/14/2025GenWealth Group Inc.638,295$16.85M3.1%+8.2%9.456%
11/13/2025Prevail Innovative Wealth Advisors LLC165,710$4.37M0.8%N/A2.455%
11/10/2025Cowa LLC11,323$299K0.1%N/A0.168%
11/10/2025Advyzon Investment Management LLC99,109$2.62M0.4%-13.9%1.468%
11/7/2025Avestar Capital LLC59,968$1.58M0.1%-7.8%0.888%
11/7/2025Maridea Wealth Management LLC125,943$3.35M0.5%+104.1%1.866%
11/7/2025Fortis Group Advisors LLC136,304$3.68M0.6%N/A2.019%
11/7/2025HighTower Advisors LLC110,651$2.92M0.0%-35.1%1.639%
11/5/2025Envestnet Asset Management Inc.22,932$605K0.0%-19.3%0.340%
11/3/2025AE Wealth Management LLC1,680$44K0.0%+147.1%0.025%
11/3/2025J. Safra Sarasin Holding AG125,706$3.32M0.1%N/A1.862%
10/31/2025Trek Financial LLC323,715$8.54M0.5%N/A4.796%
10/30/2025Osborne Partners Capital Management LLC512,305$13.52M0.7%+6.8%7.590%
10/23/2025Summit Place Financial Advisors LLC205,592$5.43M2.6%-4.5%3.046%
10/17/2025Sovereign Financial Group Inc.31,428$829K0.2%N/A0.476%
8/15/2025Bank of America Corp DE226,288$5.83M0.0%-8.0%4.310%
8/14/2025Jane Street Group LLC139,184$3.59M0.0%-19.6%2.651%
8/14/2025Ausdal Financial Partners Inc.77,753$2.00M0.1%-57.6%1.481%
8/13/2025Flow Traders U.S. LLC80,776$2.08M0.1%N/A1.539%
8/13/2025Legacy Capital Wealth Partners LLC25,764$664K0.1%N/A0.491%
8/13/2025Virtue Capital Management LLC189,396$4.88M0.9%N/A3.608%
8/12/2025JPMorgan Chase & Co.1,425$37K0.0%-49.1%0.027%
8/8/2025Advyzon Investment Management LLC115,043$2.97M0.7%N/A2.256%
8/5/2025NewSquare Capital LLC73,608$1.90M0.1%+2.1%1.443%
8/5/2025WorthPointe LLC32,853$847K0.4%N/A0.644%
8/1/2025Envestnet Asset Management Inc.28,409$732K0.0%-88.5%0.557%
7/24/2025Summit Place Financial Advisors LLC215,292$5.55M2.8%+1.7%4.101%
7/24/2025McElhenny Sheffield Capital Management LLC519,188$13.38M0.9%N/A10.384%
7/23/2025Defined Financial Planning LLC9,381$246K0.2%-38.1%0.188%
7/22/2025Belpointe Asset Management LLC17,260$445K0.0%N/A0.345%
7/17/2025Raleigh Capital Management Inc.25,185$649K0.3%N/A0.504%
7/16/2025GenWealth Group Inc.589,940$15.20M3.1%+1.3%11.799%
7/16/2025Maridea Wealth Management LLC61,716$1.59M0.4%-62.5%1.234%
7/15/2025Heritage Oak Wealth Advisors LLC17,747$457K0.2%N/A0.355%
7/10/2025Worth 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%
Trump's gold order: the announcement they won't put on the front page (Ad)

On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

Request the free guide in 30 seconds and get positioned now
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%


USDU Institutional Ownership - Frequently Asked Questions

During the previous two years, 95 institutional investors and hedge funds held shares of WisdomTree Bloomberg U.S. Dollar Bullish Fund. The most heavily invested institutionals were Assetmark Inc. ($82.40M), 3EDGE Asset Management LP ($46.50M), Commonwealth Equity Services LLC ($15.05M), GenWealth Group Inc. ($14.99M), Osborne Partners Capital Management LLC ($13.97M), Empowered Funds LLC ($13.49M), and McElhenny Sheffield Capital Management LLC ($13.38M).Learn more on WisdomTree Bloomberg U.S. Dollar Bullish Fund's institutional investors.

Of the 92 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: Assetmark Inc. ($3.20M), 3EDGE Asset Management LP ($1.68M), Flagship Harbor Advisors LLC ($1.62M), Empowered Funds LLC ($713.90K), Commonwealth Equity Services LLC ($583.15K), McElhenny Sheffield Capital Management LLC ($519.19K), and Jane Street Group LLC ($440.00K).

Institutional investors have bought a total of 7,760,043 shares in the last 24 months. This purchase volume represents approximately $202.87M in transactions.

Of the 17 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: Maridea Wealth Management LLC ($228.34K), Envestnet Asset Management Inc. ($224.34K), Jane Street Group LLC ($124.40K), Bank of America Corp DE ($112.82K), Ausdal Financial Partners Inc. ($105.66K), HighTower Advisors LLC ($59.76K), and GenWealth Group Inc. ($57.91K).

Institutional investors have sold a total of 1,045,373 shares in the last 24 months. This volume of shares sold represents approximately $27.16M in transactions.


Related Companies

This page (NYSEARCA:USDU) was last updated on 7/6/2026 by MarketBeat.com Staff.
From Our Partners
Three companies about to leapfrog Nvidia [And transform the entire industry]
The government just committed $200 billion to building computer chips on American soil - one of the largest te...
Eagle Publishing | Sponsoredtc pixel
Are you leaving Social Security money on the table?
Most retirement plans still have gaps in them... The quiet ones that don't show up until it's too late to fix....
Money Pickle | Sponsoredtc pixel
The Starlink of Energy
A portable energy unit - already used by the U.S. Navy for decades - is now drawing serious attention from Big...
Monument Traders Alliance | Sponsoredtc pixel
If You Have $50k+ on Coinbase, This Will Ruin Your Day
I spent two years reverse-engineering BlackRock's exact playbook. The same framework that generates them $16.1...
Decentralized Masters | Sponsoredtc pixel
The Warsh Fed and what it could mean for your savings
The Fed just changed hands, and Reagan Gold Group says there may be a short window before the impact shows up ...
Reagan Gold Group | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
The REAL Reason Trump is Invading Iran
For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Be...
Banyan Hill Publishing | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel