Wisdomtree BBG Usd BullishUSDUETF
13F holders, Q2 2024 (June 30)62holders +14
22new positions
8sold out
$27.09avg. 13F price*
At the end of Q2 2024, 62 institutions reported holding Wisdomtree BBG Usd Bullish (USDU) in their 13F filings, up 14 from Q1 2024. 22 opened new positions and 8 sold out. The largest holders were Assetmark, Inc. ($43.5M), GenWealth Group, Inc. ($13.7M) and Osborne Partners Capital Management, LLC ($12.1M).
- Company
- Wisdomtree BBG Usd Bullish
- CUSIP
- 97717W471
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $14.8M |
| Exits | 8 | $5.5M |
All 13F filers, Q1 2024 → Q2 2024: 2,847,869 shares bought and 732,512 shares sold, net +2,115,357 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 62 holders
| Assetmark, Inc. | 0.13% | Add +788.7% | 1,605,980 | $43.5M |
| GenWealth Group, Inc. | 3.37% | Add +0.8% | 505,516 | $13.7M |
| Osborne Partners Capital Management, LLC | 0.73% | Add +0.5% | 447,809 | $12.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +160.3% | 394,555 | $10.7M |
| Jane Street Group, LLC | 0.01% | Reduce -47.6% | 314,478 | $8.5M |
| PFG Advisors | 0.51% | Add +1.9% | 280,004 | $7.6M |
| Bank of America Corp. | 0.00% | Add +15.1% | 249,519 | $6.8M |
| Cetera Investment Advisers | 0.01% | Reduce -0.5% | 236,136 | $6.4M |
| HighTower Advisors, LLC | 0.01% | Add +391.4% | 216,493 | $5.9M |
| Q3 Asset Management | 1.30% | New | 211,382 | $5.7M |
| Summit Place Financial Advisors, LLC | 3.33% | Add +0.0% | 208,141 | $5.6M |
| Osaic Holdings, Inc. | 0.01% | Add +844.6% | 189,840 | $5.1M |
| Aveo Capital Partners, LLC | 0.45% | Add +984.1% | 147,901 | $4.0M |
| JPMorgan Chase & Co. | 0.00% | Add +43.2% | 142,317 | $3.9M |
| Algorithmic Investment Models, LLC | 2.18% | Add +4.1% | 103,055 | $2.8M |
| VitalStone Financial, LLC | 1.77% | Add +43.8% | 89,903 | $2.4M |
| Avestar Capital, LLC | 0.27% | Reduce -4.9% | 88,675 | $2.4M |
| Sound Income Strategies, LLC | 0.17% | New | 87,137 | $2.4M |
| Dravo Bay LLC | 1.10% | Add +9.4% | 73,329 | $2.0M |
| Ameritas Advisory Services, LLC | 0.07% | Add +0.3% | 73,286 | $2.0M |
| NewSquare Capital LLC | 0.17% | Add +0.4% | 72,329 | $2.0M |
| J. Safra Sarasin Holding AG | 0.03% | — | 69,403 | $1.9M |
| Morgan Stanley | 0.00% | Add +56.2% | 58,348 | $1.6M |
| Moulton Wealth Management, Inc. | 1.25% | New | 51,033 | $1.4M |
| TAP Consulting, LLC | 0.27% | Add +18.9% | 46,837 | $1.3M |
| Csenge Advisory Group | 0.05% | New | 35,030 | $949K |
| Veery Capital, LLC | 0.35% | Add +0.1% | 31,855 | $863K |
| Vident Advisory, LLC | 0.02% | Reduce -81.7% | 29,093 | $788K |
| Worth Asset Management, LLC | 0.38% | New | 23,543 | $638K |
| L.M. Kohn & Company | 0.17% | New | 22,869 | $620K |
| Bank of Montreal | 0.00% | Reduce -82.5% | 16,491 | $447K |
| GeoWealth Management, LLC | 0.02% | New | 15,681 | $425K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 14,629 | $396K |
| TrueMark Investments, LLC | 0.13% | New | 14,467 | $392K |
| LPL Financial LLC | 0.00% | Reduce -62.3% | 14,206 | $385K |
| Ascent Group, LLC | 0.03% | New | 14,008 | $379K |
| VestGen Investment Management | 0.10% | New | 12,972 | $351K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 11,326 | $307K |
| Interactive Financial Advisors, Inc. | 0.14% | Reduce -3.4% | 9,216 | $250K |
| Atria Investments, Inc | 0.00% | New | 8,962 | $243K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 8,479 | $230K |
| Flow Traders U.S. LLC | 0.01% | New | 7,813 | $212K |
| HBW Advisory Services LLC | 0.03% | New | 6,732 | $182K |
| Larson Financial Group LLC | 0.01% | No change | 4,619 | $125K |
| Royal Bank of Canada | 0.00% | Add +31.8% | 3,040 | $83K |
| UBS Group AG | 0.00% | Add +80.0% | 1,629 | $44K |
| Principal Securities, Inc. | 0.00% | New | 925 | $25K |
| Global Retirement Partners, LLC | 0.00% | Add +54.3% | 463 | $13K |
| IFP Advisors, Inc | 0.00% | Add +280.9% | 419 | $11K |
| BNP Paribas Financial Markets | 0.00% | Reduce -25.1% | 388 | $11K |
| Penserra Capital Management LLC | 0.00% | New | 294 | $8K |
| Investors Research Corp | 0.00% | New | 170 | $5K |
| Your Advocates Ltd., LLP | 0.00% | No change | 160 | $4K |
| Cwm, LLC | 0.00% | Reduce -50.0% | 162 | $4K |
| Farther Finance Advisors, LLC | 0.00% | No change | 125 | $3K |
| Blair William & Co. | 0.00% | No change | 85 | $2K |
| CoreCap Advisors, LLC | 0.00% | New | 53 | $1K |
| Comerica Bank | 0.00% | No change | 50 | $1K |
| Triad Wealth Partners, LLC | 0.00% | New | 34 | $921 |
| Global Wealth Strategies & Associates | 0.00% | No change | 30 | $813 |
| TCTC Holdings, LLC | 0.00% | New | 22 | $596 |
| NewEdge Advisors, LLC | 0.00% | No change | 3 | $87 |
"% of holder's portfolio" is USDU's weight in each manager's 13F, not the share of Wisdomtree BBG Usd Bullish the manager owns.