Wisdomtree BBG Usd BullishUSDUETF
13F holders, Q2 2026 (June 30)76holders +9
21new positions
14sold out
1famous investor
$26.74avg. 13F price*
At the end of Q2 2026, 76 institutions reported holding Wisdomtree BBG Usd Bullish (USDU) in their 13F filings, up 9 from Q1 2026. 21 opened new positions and 14 sold out. The largest holders were Assetmark, Inc. ($83.0M), Envestnet Asset Management Inc. ($22.1M) and GenWealth Group, Inc. ($20.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree BBG Usd Bullish
- CUSIP
- 97717W471
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $31.0M |
| Exits | 14 | $25.9M |
All 13F filers, Q1 2026 → Q2 2026: 3,603,302 shares bought and 1,862,762 shares sold, net +1,740,540 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 76 holders
| Assetmark, Inc. | 0.14% | Reduce -0.9% | 3,101,590 | $83.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +313.4% | 827,284 | $22.1M |
| GenWealth Group, Inc. | 3.26% | Add +2.9% | 781,534 | $20.9M |
| Morgan Stanley | 0.00% | Add +51.6% | 750,805 | $20.1M |
| Ausdal Financial Partners, Inc. | 0.59% | Add +158.0% | 565,839 | $15.1M |
| Osborne Partners Capital Management, LLC | 0.83% | Add +4.9% | 556,910 | $14.9M |
| Advyzon Investment Management, LLC | 1.07% | Add +151.5% | 553,489 | $14.8M |
| LPL Financial LLC | 0.00% | Add +131.7% | 353,695 | $9.5M |
| Ameritas Advisory Services, LLC | 0.18% | Add +711.3% | 326,163 | $8.7M |
| Beacon Capital Management, Inc. | 0.49% | New | 302,785 | $8.1M |
| Fortis Group Advisors, LLC | 1.27% | New | 297,428 | $8.0M |
| Summit Place Financial Advisors, LLC | 2.24% | Add +3.6% | 191,313 | $5.1M |
| Wealth High Governance Asset Management Ltda. | 0.53% | New | 186,800 | $5.0M |
| Maridea Wealth Management LLC | 0.50% | Add +70.2% | 170,411 | $4.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -44.6% | 169,260 | $4.5M |
| Cetera Investment Advisers | 0.00% | Add +34.4% | 153,319 | $4.1M |
| Encompass More Asset Management | 0.51% | Reduce -70.5% | 129,226 | $3.5M |
| J. Safra Sarasin Holding AG | 0.05% | No change | 119,357 | $3.1M |
| Capital Advisor Network LLC | 3.21% | Add +35484.0% | 95,721 | $2.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.8% | 94,812 | $2.5M |
| Legacy Wealth Partners, LLC | 0.51% | Add +20.5% | 85,677 | $2.3M |
| Atria Investments, Inc | 0.02% | Add +204.6% | 81,535 | $2.2M |
| Cowa, LLC | 0.56% | Add +42.4% | 77,741 | $2.1M |
| Camarda Financial Advisors, LLC | 0.62% | New | 76,782 | $2.1M |
| Vident Advisory, LLC | 0.01% | New | 73,248 | $2.0M |
| Balefire, LLC | 0.28% | Reduce -1.6% | 63,220 | $1.7M |
| FSA Investment Group, LLC | 0.54% | New | 62,589 | $1.7M |
| Thor Trading Advisors, LLC | 0.42% | New | 50,028 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | New | 46,445 | $1.2M |
| Gateway Wealth Partners, LLC | 0.07% | Add +3.9% | 45,816 | $1.2M |
| Algorithmic Investment Models, LLC | 1.41% | Add +0.0% | 45,378 | $1.2M |
| Avestar Capital, LLC | 0.07% | Add +7.9% | 41,706 | $1.1M |
| VestGen Advisors, LLC | 0.03% | Add +2.4% | 40,985 | $1.1M |
| VestGen Investment Management | 0.57% | Add +13.8% | 40,138 | $1.1M |
| Bank of America Corp. | 0.00% | Reduce -12.1% | 36,942 | $988K |
| Sovereign Financial Group, Inc. | 0.15% | Add +4.8% | 36,459 | $975K |
| Moulton Wealth Management, Inc. | 0.64% | Add +86.8% | 36,273 | $972K |
| Waystone Advisors LLC | 0.65% | Add +12.7% | 32,668 | $874K |
| Citadel Advisors | 0.00% | Reduce -72.5% | 20,557 | $550K |
| Ascent Group, LLC | 0.01% | Add +2.1% | 16,319 | $437K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 13,075 | $350K |
| Reyes Financial Architecture, Inc. | 0.19% | Reduce -95.8% | 12,879 | $345K |
| Bank of Montreal | 0.00% | Reduce -14.0% | 12,833 | $334K |
| Kingsview Wealth Management, LLC | 0.00% | New | 11,912 | $319K |
| Synergy Asset Management, LLC | 0.03% | New | 11,462 | $307K |
| Ignite Planners, LLC | 0.04% | Add +0.9% | 11,438 | $306K |
| Brookwood Investment Group LLC | 0.03% | Reduce -38.6% | 9,863 | $264K |
| Wbi Investments, LLC | 0.06% | Reduce -29.9% | 9,637 | $258K |
| Worth Asset Management, LLC | 0.07% | New | 8,736 | $234K |
| Qube Research & Technologies Ltd | 0.00% | Add +3636.2% | 7,734 | $207K |
| IFP Advisors, Inc | 0.00% | New | 7,167 | $192K |
| Global Retirement Partners, LLC | 0.00% | — | 5,376 | $144K |
| Nvwm, LLC | 0.02% | New | 4,365 | $117K |
| Parallel Advisors, LLC | 0.00% | Reduce -6.7% | 4,305 | $115K |
| FWL Investment Management, LLC | 0.01% | New | 2,746 | $73K |
| Fifth Third Bancorp | 0.00% | Add +97.5% | 2,674 | $72K |
| Tucker Asset Management LLC | 0.01% | New | 1,690 | $45K |
| UBS Group AG | 0.00% | Reduce -96.6% | 1,206 | $32K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +30.9% | 1,191 | $32K |
| AE Wealth Management LLC | 0.00% | Add +7.8% | 733 | $20K |
| Harbour Investments, Inc. | 0.00% | Add +13.6% | 652 | $17K |
| Cape Investment Advisory, Inc. | 0.00% | New | 590 | $16K |
| Highland Investment Advisors LLC | 0.00% | — | 380 | $10K |
| PMV Capital Advisers, LLC | 0.01% | New | 287 | $8K |
| Johnson Financial Group, Inc. | 0.00% | No change | 284 | $8K |
| Smartleaf Asset Management LLC | 0.00% | No change | 233 | $6K |
| JPMorgan Chase & Co. | 0.00% | Reduce -79.7% | 230 | $6K |
| Rossby Financial, LCC | 0.00% | Add +2.3% | 224 | $6K |
| Buck Wealth Strategies, LLC | 0.00% | New | 214 | $6K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 164 | $4K |
| PNC Financial Services Group, Inc. | 0.00% | New | 127 | $3K |
| Continuum Advisory, LLC | 0.00% | New | 113 | $3K |
| Blair William & Co. | 0.00% | No change | 85 | $2K |
| BNP Paribas Financial Markets | 0.00% | Reduce -51.9% | 51 | $1K |
| Royal Bank of Canada | 0.00% | Reduce -97.9% | 25 | $1K |
| Horizon Investments, LLC | 0.00% | Reduce -89.1% | 12 | $321 |
"% of holder's portfolio" is USDU's weight in each manager's 13F, not the share of Wisdomtree BBG Usd Bullish the manager owns.