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

WisdomTree Bloomberg U.S. Dollar Bullish Fund logo
$27.40 +0.12 (+0.44%)
Closing price 11/11/2026 04:10 PM Eastern
Extended Trading
$27.40 0.00 (-0.02%)
As of 11/11/2026 07:55 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.
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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)
47
Total
Institutional Inflows
(last 12 months)
$206.63M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$14.23M
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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
11/11/2026 Private Advisor Group LLC7,586$205K0.0%N/A0.061%
11/10/2026 HighTower Advisors LLC158,994$4.29M0.0%N/A1.272%
11/5/2026 Thor Trading Advisors LLC238,989$6.45M2.2%+377.7%1.959%
11/3/2026 Parallel Advisors LLC3,155$85K0.0%-26.7%0.026%
11/3/2026 Heritage Family Offices LLP1,539$42K0.0%N/A0.013%
10/30/2026 Compass Financial Management LLC87,337$2.36M0.3%N/A0.716%
10/24/2026 Summit Place Financial Advisors LLC181,438$4.89M2.1%-5.2%1.487%
10/22/2026 Reyes Financial Architecture Inc.8,171$220K0.1%-36.6%0.070%
10/17/2026 IFP Advisors Inc7,893$213K0.0%+10.1%0.067%
10/17/2026 Encompass More Asset Management385,629$10.40M1.5%+198.4%3.296%
10/16/2026 GenWealth Group Inc.780,822$21.06M3.3%-0.1%6.760%
10/16/2026 Legacy Wealth Partners LLC9,200$248K0.1%-89.3%0.080%
10/8/2026 FSA Investment Group LLC238,285$6.43M2.0%+280.7%2.109%
10/7/2026 Worth Asset Management LLC9,489$256K0.1%+8.6%0.084%
9/23/2026Envestnet Asset Management Inc.827,284$22.13M0.0%+313.4%7.955%
9/9/2026 IFP Advisors Inc7,167$192K0.0%N/A0.041%
8/27/2026 Tucker Asset Management LLC1,690$45K0.0%N/A0.010%
8/23/2026Ameritas Advisory Services LLC326,163$8.73M0.2%+711.2%1.885%
7/10/2026 GenWealth Group Inc.781,534$20.91M3.3%+2.9%4.694%
7/9/2026 Worth Asset Management LLC8,736$234K0.1%N/A0.052%
7/7/2026 Balefire LLC63,220$1.69M0.3%-1.5%0.385%
7/7/2026 Moulton Wealth Management Inc.36,273$972K0.6%+86.8%0.221%
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%
5/7/2026 Balefire LLC64,214$1.69M0.3%N/A0.420%
5/7/2026 Parallel Advisors LLC4,615$122K0.0%+24.4%0.030%
5/6/2026 Assetmark Inc.3,129,395$82.40M0.2%+5,639.0%20.454%
5/4/2026 J. Safra Sarasin Holding AG119,357$3.14M0.1%-12.6%0.780%
5/1/2026 Kaizen Financial Strategies8,000$207K0.1%N/A0.052%
5/1/2026 Fifth 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%
4/18/2026 Legacy Wealth Partners LLC71,083$1.87M0.5%N/A0.432%
4/17/2026Sovereign Financial Group Inc.34,771$916K0.2%+4.1%0.211%
4/16/2026 Waystone Advisors LLC28,979$763K0.7%N/A0.176%
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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%
2/12/2026 Commonwealth Equity Services LLC583,151$15.05M0.0%N/A7.988%
2/12/2026CIBC Private Wealth Group LLC956$25K0.0%+154.3%0.013%
2/12/2026 Cowa LLC49,285$1.27M0.4%+335.3%0.675%
2/11/2026 LPL Financial LLC47,117$1.22M0.0%+260.1%0.645%
2/11/2026 Parallel Advisors LLC3,710$96K0.0%N/A0.051%
2/10/2026 Avestar Capital LLC40,397$1.04M0.1%-32.6%0.553%
2/6/2026 Prevail Innovative Wealth Advisors LLC171,248$4.42M0.8%+3.3%2.346%
2/6/2026 HighTower Advisors LLC124,969$3.22M0.0%+12.9%1.712%
2/5/2026 Tucker Asset Management LLC2,639$68K0.0%N/A0.036%
2/2/2026 Truist Financial Corp21,459$563K0.0%N/A0.281%
2/2/2026 Summit 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%
1/26/2026 Reyes Financial Architecture Inc.4,252$110K0.1%N/A0.055%
1/23/2026 Farther Finance Advisors LLC148,563$3.83M0.0%N/A1.905%
1/23/2026 Assetmark Inc.54,529$1.41M0.0%+16,834.5%0.699%
1/21/2026 Flagship Harbor Advisors LLC1,776$46K0.0%N/A0.023%
1/15/2026 J. Safra Sarasin Holding AG136,509$3.52M0.1%+8.6%1.773%
1/12/2026 GenWealth Group Inc.580,385$14.99M2.6%-9.1%7.537%
1/8/2026 PMV 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%
11/20/2025 WBI 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%
11/14/2025 GenWealth Group Inc.638,295$16.85M3.1%+8.2%9.456%
11/13/2025 Prevail Innovative Wealth Advisors LLC165,710$4.37M0.8%N/A2.455%
11/10/2025 Cowa LLC11,323$299K0.1%N/A0.168%
11/10/2025Advyzon Investment Management LLC99,109$2.62M0.4%-13.9%1.468%
11/7/2025 Avestar Capital LLC59,968$1.58M0.1%-7.8%0.888%
11/7/2025Maridea Wealth Management LLC125,943$3.35M0.5%+104.1%1.866%
11/7/2025 Fortis Group Advisors LLC136,304$3.68M0.6%N/A2.019%
11/7/2025 HighTower 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%
11/3/2025 J. Safra Sarasin Holding AG125,706$3.32M0.1%N/A1.862%
10/31/2025 Trek Financial LLC323,715$8.54M0.5%N/A4.796%
10/30/2025Osborne Partners Capital Management LLC512,305$13.52M0.7%+6.8%7.590%
10/23/2025 Summit 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%
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8/13/2025Flow Traders U.S. LLC80,776$2.08M0.1%N/A1.539%
8/13/2025 Legacy Capital Wealth Partners LLC25,764$664K0.1%N/A0.491%
8/13/2025 Virtue 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%
8/5/2025 NewSquare 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%
7/24/2025 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%


USDU Institutional Ownership - Frequently Asked Questions

During the previous two years, 92 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), Envestnet Asset Management Inc. ($22.13M), GenWealth Group Inc. ($21.06M), Commonwealth Equity Services LLC ($15.05M), Osborne Partners Capital Management LLC ($13.97M), and Empowered Funds LLC ($13.49M).Learn more on WisdomTree Bloomberg U.S. Dollar Bullish Fund's institutional investors.

Of the 90 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), Empowered Funds LLC ($713.90K), Envestnet Asset Management Inc. ($627.17K), 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 7,845,997 shares in the last 24 months. This purchase volume represents approximately $206.63M in transactions.

Of the 14 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 ($125.30K), Bank of America Corp DE ($93.23K), Jane Street Group LLC ($90.52K), Legacy Wealth Partners LLC ($76.48K), GenWealth Group Inc. ($58.62K), Hilltop Holdings Inc. ($29.06K), and Avestar Capital LLC ($19.57K).

Institutional investors have sold a total of 541,316 shares in the last 24 months. This volume of shares sold represents approximately $14.23M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:USDU is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/11/2026. New 13F filings are added each quarter as they're published.
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