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

WisdomTree Bloomberg U.S. Dollar Bullish Fund logo
$25.98 +0.02 (+0.08%)
Closing price 04:10 PM Eastern
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$26.10 +0.11 (+0.44%)
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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)
50
Total
Institutional Inflows
(last 12 months)
$119.44M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$34.76M
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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
5/4/2026 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%
4/27/2026 Osborne Partners Capital Management LLC530,739$13.97M0.7%+3.4%3.424%
4/27/2026 PFG Investments LLC8,629$227K0.0%N/A0.056%
4/21/2026 Maridea 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%
4/17/2026 Sovereign Financial Group Inc.34,771$916K0.2%+4.1%0.211%
4/16/2026 Waystone 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%
2/12/2026 Commonwealth Equity Services LLC583,151$15.05M0.0%N/A7.988%
2/12/2026CIBC Private Wealth Group LLC956$25K0.0%+154.3%0.013%
2/12/2026Cowa 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%
2/6/2026 Prevail 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%
2/2/2026 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%
1/27/2026 Osborne 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%
1/23/2026 Farther Finance Advisors LLC148,563$3.83M0.0%N/A1.905%
1/23/2026Assetmark 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%
1/12/2026GenWealth Group Inc.580,385$14.99M2.6%-9.1%7.537%
1/8/2026 PMV Capital Advisers LLC5,282$136K0.2%N/A0.066%
1/8/2026 Maridea Wealth Management LLC225,417$5.82M0.9%+79.0%2.818%
1/7/2026 Sovereign 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%
11/13/2025 Prevail 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%
11/7/2025 Maridea 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%
11/5/2025 Envestnet 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%
10/31/2025Trek Financial LLC323,715$8.54M0.5%N/A4.796%
10/30/2025 Osborne 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%
10/17/2025 Sovereign 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%
8/1/2025 Envestnet 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%
7/23/2025Defined Financial Planning LLC9,381$246K0.2%-38.1%0.188%
7/22/2025 Belpointe Asset Management LLC17,260$445K0.0%N/A0.345%
7/17/2025 Raleigh Capital Management Inc.25,185$649K0.3%N/A0.504%
7/16/2025GenWealth Group Inc.589,940$15.20M3.1%+1.3%11.799%
7/16/2025 Maridea Wealth Management LLC61,716$1.59M0.4%-62.5%1.234%
7/15/2025 Heritage Oak Wealth Advisors LLC17,747$457K0.2%N/A0.355%
7/10/2025 Worth 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%
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%
4/29/2025Envestnet Asset Management Inc.247,270$6.74M0.0%-12.7%3.130%
4/28/2025Summit Place Financial Advisors LLC211,722$5.77M3.3%+8.1%2.680%
4/23/2025PMV Capital Advisers LLC34,933$952K2.3%+415.8%0.442%
4/21/2025Osborne Partners Capital Management LLC473,450$12.91M0.7%+2.5%5.993%
4/17/2025Good Life Advisors LLC72,777$1.98M0.1%N/A0.927%
4/16/2025Defined Financial Planning LLC15,167$412K0.4%+5.0%0.193%
4/15/2025Accurate Wealth Management LLC179,419$4.74M0.9%N/A2.286%
4/14/2025Farther Finance Advisors LLC49,577$1.35M0.0%N/A0.632%
4/14/2025NewSquare Capital LLC72,086$1.97M0.2%-3.7%0.918%


USDU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USDU shares?

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 3EDGE Asset Management LP ($46.50M), Commonwealth Equity Services LLC ($15.05M), GenWealth Group Inc. ($14.99M), Osborne Partners Capital Management LLC ($13.97M), McElhenny Sheffield Capital Management LLC ($13.38M), Advyzon Investment Management LLC ($10.43M), and Ausdal Financial Partners Inc. ($9.76M).Learn more on WisdomTree Bloomberg U.S. Dollar Bullish Fund's institutional investors.

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

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: 3EDGE Asset Management LP ($1.68M), Flagship Harbor Advisors LLC ($1.62M), Commonwealth Equity Services LLC ($583.15K), McElhenny Sheffield Capital Management LLC ($519.19K), Vident Advisory LLC ($449.67K), Jane Street Group LLC ($440.00K), and Advyzon Investment Management LLC ($420.33K).

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

Institutional investors have bought a total of 4,569,464 shares in the last 24 months. This purchase volume represents approximately $119.44M in transactions.

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

Of the 18 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: HighTower Advisors LLC ($232.35K), 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), and LPL Financial LLC ($75.54K).

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

Institutional investors have sold a total of 1,322,878 shares in the last 24 months. This volume of shares sold represents approximately $34.76M in transactions.


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This page (NYSEARCA:USDU) was last updated on 5/5/2026 by MarketBeat.com Staff.
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