Wisdomtree BBG Usd BullishUSDUETF
13F holders, Q3 2024 (September 30)48holders −14
7new positions
22sold out
1famous investor
$26.53avg. 13F price*
At the end of Q3 2024, 48 institutions reported holding Wisdomtree BBG Usd Bullish (USDU) in their 13F filings, down 14 from Q2 2024. 7 opened new positions and 22 sold out. The largest holders were Flagship Harbor Advisors, LLC ($42.9M), Jane Street Group, LLC ($17.3M) and GenWealth Group, Inc. ($14.3M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $3.4M |
| Exits | 22 | $24.1M |
All 13F filers, Q2 2024 → Q3 2024: 2,566,875 shares bought and 3,422,022 shares sold, net −855,147 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Flagship Harbor Advisors, LLC | 2.36% | Add +18973.3% | 1,617,224 | $42.9M |
| Jane Street Group, LLC | 0.03% | Add +107.8% | 653,560 | $17.3M |
| GenWealth Group, Inc. | 3.30% | Add +7.0% | 540,627 | $14.3M |
| Osborne Partners Capital Management, LLC | 0.69% | Add +2.3% | 458,069 | $12.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -23.4% | 302,019 | $8.0M |
| LPL Financial LLC | 0.00% | Add +1984.8% | 296,170 | $7.9M |
| Bank of America Corp. | 0.00% | Add +2.1% | 254,743 | $6.8M |
| Cetera Investment Advisers | 0.01% | Reduce -8.5% | 216,065 | $5.7M |
| Summit Place Financial Advisors, LLC | 2.93% | Reduce -4.9% | 197,941 | $5.3M |
| Bank of Montreal | 0.00% | Add +632.2% | 120,750 | $3.2M |
| Ameritas Advisory Services, LLC | 0.09% | Add +12.7% | 82,591 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -43.9% | 79,794 | $2.1M |
| VitalStone Financial, LLC | 1.44% | Reduce -11.6% | 79,493 | $2.1M |
| Avestar Capital, LLC | 0.23% | Reduce -10.6% | 79,267 | $2.1M |
| NewSquare Capital LLC | 0.15% | Add +1.2% | 73,166 | $1.9M |
| TAP Consulting, LLC | 0.28% | Add +13.5% | 53,173 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -76.5% | 50,883 | $1.4M |
| Hilltop Holdings Inc. | 0.07% | New | 42,913 | $1.1M |
| Flow Traders U.S. LLC | 0.05% | Add +392.5% | 38,476 | $1.0M |
| Napa Wealth Management | 0.42% | New | 33,717 | $895K |
| Moulton Wealth Management, Inc. | 0.57% | Reduce -50.1% | 25,467 | $684K |
| Susquehanna International Group, LLP | 0.00% | New | 21,632 | $574K |
| Bank of New York Mellon Corp | 0.00% | New | 14,565 | $386K |
| HRT Financial LP | 0.00% | New | 12,641 | $335K |
| Osaic Holdings, Inc. | 0.00% | Reduce -94.6% | 10,257 | $272K |
| PFG Advisors | 0.02% | Reduce -96.4% | 10,159 | $270K |
| TrueMark Investments, LLC | 0.09% | Reduce -30.6% | 10,033 | $266K |
| Interactive Financial Advisors, Inc. | 0.12% | Reduce -5.2% | 8,737 | $232K |
| UBS Group AG | 0.00% | Add +423.1% | 8,522 | $226K |
| Veery Capital, LLC | 0.08% | Reduce -74.9% | 8,005 | $212K |
| Morgan Stanley | 0.00% | Reduce -91.6% | 4,904 | $130K |
| Larson Financial Group LLC | 0.01% | No change | 4,619 | $123K |
| Royal Bank of Canada | 0.00% | Reduce -14.8% | 2,590 | $69K |
| Citadel Advisors | 0.00% | New | 2,321 | $62K |
| Assetmark, Inc. | 0.00% | Reduce -99.9% | 1,598 | $42K |
| IFP Advisors, Inc | 0.00% | Add +12.2% | 470 | $12K |
| Blair William & Co. | 0.00% | Add +360.0% | 391 | $10K |
| Investors Research Corp | 0.00% | No change | 170 | $5K |
| Your Advocates Ltd., LLP | 0.00% | No change | 160 | $4K |
| Global Retirement Partners, LLC | 0.00% | Reduce -70.2% | 138 | $4K |
| Farther Finance Advisors, LLC | 0.00% | No change | 125 | $3K |
| Comerica Bank | 0.00% | No change | 50 | $1K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 40 | $1K |
| Global Wealth Strategies & Associates | 0.00% | No change | 30 | $796 |
| TCTC Holdings, LLC | 0.00% | No change | 22 | $584 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 10 | $265 |
| NewEdge Advisors, LLC | 0.00% | No change | 3 | $85 |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.5% | 2 | $53 |
"% of holder's portfolio" is USDU's weight in each manager's 13F, not the share of Wisdomtree BBG Usd Bullish the manager owns.