Wisdomtree BBG Usd BullishUSDUETF
13F holders, Q1 2024 (March 31)48holders
$26.21avg. 13F price*
At the end of Q1 2024, 48 institutions reported holding Wisdomtree BBG Usd Bullish (USDU) in their 13F filings. The largest holders were Jane Street Group, LLC ($15.7M), GenWealth Group, Inc. ($13.1M) and Osborne Partners Capital Management, LLC ($11.7M).
- Company
- Wisdomtree BBG Usd Bullish
- CUSIP
- 97717W471
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $11.9M |
| Exits | 13 | $3.2M |
Ownership 48 holders
| Jane Street Group, LLC | 0.02% | Reduce -46.5% | 600,675 | $15.7M |
| GenWealth Group, Inc. | 3.31% | Add +7.9% | 501,458 | $13.1M |
| Osborne Partners Capital Management, LLC | 0.72% | Add +0.8% | 445,689 | $11.7M |
| PFG Advisors | 0.53% | Reduce -15.3% | 274,881 | $7.2M |
| Cetera Investment Advisers | 0.01% | New | 237,264 | $6.2M |
| Bank of America Corp. | 0.00% | Add +26.6% | 216,840 | $5.7M |
| Summit Place Financial Advisors, LLC | 3.19% | Add +2.3% | 208,101 | $5.5M |
| Assetmark, Inc. | 0.02% | Reduce -0.1% | 180,716 | $4.7M |
| Vident Advisory, LLC | 0.09% | Add +26.9% | 159,155 | $4.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +225.3% | 151,603 | $4.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.5% | 99,354 | $2.6M |
| Algorithmic Investment Models, LLC | 1.91% | Reduce -3.8% | 98,982 | $2.6M |
| Bank of Montreal | 0.00% | Add +32826.8% | 94,500 | $2.5M |
| Avestar Capital, LLC | 0.28% | New | 93,218 | $2.4M |
| Ameritas Advisory Services, LLC | 0.08% | Add +681.9% | 73,038 | $1.9M |
| NewSquare Capital LLC | 0.17% | Add +4.7% | 72,059 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -5.7% | 71,167 | $1.9M |
| Dravo Bay LLC | 1.04% | Add +15.9% | 67,020 | $1.8M |
| VitalStone Financial, LLC | 1.25% | Add +658.2% | 62,541 | $1.6M |
| Client First Investment Management LLC | 1.02% | New | 48,932 | $1.3M |
| Significant Wealth Partners LLC | 0.82% | New | 47,512 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -7.2% | 44,052 | $1.2M |
| TAP Consulting, LLC | 0.23% | Add +18.6% | 39,385 | $1.0M |
| LPL Financial LLC | 0.00% | Reduce -59.4% | 37,686 | $987K |
| Morgan Stanley | 0.00% | Reduce -41.5% | 37,362 | $979K |
| Veery Capital, LLC | 0.34% | Add +27.8% | 31,817 | $834K |
| Osaic Holdings, Inc. | 0.00% | Reduce -25.2% | 20,097 | $527K |
| HRT Financial LP | 0.00% | Reduce -54.5% | 17,397 | $455K |
| Bank of New York Mellon Corp | 0.00% | New | 15,081 | $395K |
| Aveo Capital Partners, LLC | 0.04% | Reduce -0.5% | 13,643 | $361K |
| Interactive Financial Advisors, Inc. | 0.14% | New | 9,541 | $250K |
| Compound Planning, Inc. | 0.02% | Reduce -31.4% | 8,164 | $214K |
| Larson Financial Group LLC | 0.01% | No change | 4,619 | $121K |
| Royal Bank of Canada | 0.00% | Reduce -51.3% | 2,307 | $61K |
| Cutler Group LLC / CA | 0.01% | New | 975 | $25K |
| UBS Group AG | 0.00% | Add +42.7% | 905 | $24K |
| BNP Paribas Financial Markets | 0.00% | New | 518 | $14K |
| Cwm, LLC | 0.00% | Reduce -79.9% | 324 | $8K |
| Global Retirement Partners, LLC | 0.00% | Add +1.7% | 300 | $8K |
| Your Advocates Ltd., LLP | 0.00% | Add +166.7% | 160 | $4K |
| Harbour Investments, Inc. | 0.00% | Reduce -68.6% | 140 | $4K |
| Farther Finance Advisors, LLC | 0.00% | No change | 125 | $3K |
| IFP Advisors, Inc | 0.00% | Reduce -40.5% | 110 | $3K |
| Blair William & Co. | 0.00% | No change | 85 | $2K |
| Wells Fargo & Company | 0.00% | New | 83 | $2K |
| Comerica Bank | 0.00% | Reduce -56.5% | 50 | $1K |
| Global Wealth Strategies & Associates | 0.00% | Reduce -61.5% | 30 | $786 |
| NewEdge Advisors, LLC | 0.00% | No change | 3 | $84 |
"% of holder's portfolio" is USDU's weight in each manager's 13F, not the share of Wisdomtree BBG Usd Bullish the manager owns.