Wisdomtree BBG Usd BullishUSDUETF
13F holders, Q4 2024 (December 31)71holders +23
28new positions
10sold out
1famous investor
$27.66avg. 13F price*
At the end of Q4 2024, 71 institutions reported holding Wisdomtree BBG Usd Bullish (USDU) in their 13F filings, up 23 from Q3 2024. 28 opened new positions and 10 sold out. The largest holders were 3EDGE Asset Management, LP ($46.5M), GenWealth Group, Inc. ($15.5M) and Osborne Partners Capital Management, LLC ($12.8M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $69.8M |
| Exits | 10 | $45.6M |
All 13F filers, Q3 2024 → Q4 2024: 3,145,269 shares bought and 2,659,155 shares sold, net +486,114 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| 3EDGE Asset Management, LP | 2.87% | New | 1,681,124 | $46.5M |
| GenWealth Group, Inc. | 3.52% | Add +3.4% | 559,129 | $15.5M |
| Osborne Partners Capital Management, LLC | 0.74% | Add +0.9% | 462,025 | $12.8M |
| LPL Financial LLC | 0.00% | Add +46.7% | 434,354 | $12.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.2% | 283,287 | $7.8M |
| Bank of America Corp. | 0.00% | Reduce -1.7% | 250,397 | $6.9M |
| HighTower Advisors, LLC | 0.01% | Add +340.1% | 223,911 | $6.2M |
| Summit Place Financial Advisors, LLC | 3.08% | Reduce -1.1% | 195,872 | $5.4M |
| Bank of New York Mellon Corp | 0.00% | Add +1003.8% | 160,763 | $4.4M |
| Townsquare Capital LLC | 0.05% | New | 158,787 | $4.4M |
| Empowered Funds, LLC | 0.05% | New | 133,382 | $3.7M |
| Maridea Wealth Management LLC | 0.91% | — | 102,169 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | New | 98,292 | $2.7M |
| Ameritas Advisory Services, LLC | 0.09% | Add +9.5% | 90,449 | $2.5M |
| Flow Traders U.S. LLC | 0.09% | Add +111.0% | 81,204 | $2.2M |
| J. Safra Sarasin Holding AG | 0.04% | New | 81,130 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | Add +0.9% | 80,523 | $2.2M |
| Avestar Capital, LLC | 0.19% | Reduce -3.4% | 76,568 | $2.1M |
| Reyes Financial Architecture, Inc. | 1.65% | — | 75,778 | $2.1M |
| NewSquare Capital LLC | 0.17% | Add +2.3% | 74,822 | $2.1M |
| Assetmark, Inc. | 0.01% | Add +4463.6% | 72,927 | $2.0M |
| Jane Street Group, LLC | 0.00% | Reduce -89.0% | 72,143 | $2.0M |
| Whalen Wealth Management Inc. | 1.23% | New | 63,948 | $1.8M |
| TAP Consulting, LLC | 0.31% | Add +4.5% | 55,547 | $1.5M |
| Alliance Wealth Advisors, LLC | 0.32% | New | 44,822 | $1.2M |
| Algorithmic Investment Models, LLC | 0.94% | New | 44,263 | $1.2M |
| Vident Advisory, LLC | 0.02% | New | 40,690 | $1.1M |
| Cetera Investment Advisers | 0.00% | Reduce -84.8% | 32,959 | $912K |
| Worth Asset Management, LLC | 0.48% | New | 32,718 | $905K |
| Portside Wealth Group, LLC | 0.14% | New | 30,826 | $853K |
| Certior Financial Group, LLC | 0.74% | — | 30,333 | $839K |
| Cerity Partners LLC | 0.00% | New | 25,324 | $700K |
| Arete Wealth Advisors, LLC | 0.04% | New | 21,062 | $584K |
| Osaic Holdings, Inc. | 0.00% | Add +49.4% | 15,322 | $424K |
| HBW Advisory Services LLC | 0.04% | New | 14,824 | $410K |
| Defined Financial Planning LLC | 0.43% | — | 14,444 | $400K |
| Bank of Montreal | 0.00% | Reduce -88.2% | 14,270 | $395K |
| Prosperity Consulting Group, LLC | 0.03% | New | 13,542 | $375K |
| Napa Wealth Management | 0.16% | Reduce -60.8% | 13,218 | $366K |
| TD Private Client Wealth LLC | 0.01% | New | 13,002 | $360K |
| Moulton Wealth Management, Inc. | 0.25% | Reduce -54.1% | 11,700 | $324K |
| PFG Advisors | 0.02% | Add +7.1% | 10,877 | $301K |
| Citadel Advisors | 0.00% | Add +328.2% | 9,938 | $275K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 9,086 | $251K |
| Interactive Financial Advisors, Inc. | 0.13% | Add +0.4% | 8,769 | $243K |
| Norden Group LLC | 0.02% | New | 7,714 | $213K |
| PMV Capital Advisers, LLC | 0.50% | — | 6,773 | $187K |
| Morgan Stanley | 0.00% | Add +33.6% | 6,553 | $181K |
| Matrix Trust Co | 0.02% | New | 3,287 | $91K |
| Continuum Advisory, LLC | 0.01% | New | 2,109 | $58K |
| Royal Bank of Canada | 0.00% | Reduce -38.4% | 1,596 | $44K |
| Financial Network Wealth Advisors LLC | 0.08% | New | 1,504 | $42K |
| UBS Group AG | 0.00% | Reduce -84.7% | 1,306 | $36K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 989 | $27K |
| AE Wealth Management LLC | 0.00% | New | 399 | $11K |
| Blair William & Co. | 0.00% | No change | 391 | $11K |
| Runnymede Capital Advisors, Inc. | 0.01% | — | 342 | $9K |
| BNP Paribas Financial Markets | 0.00% | Add +16200.0% | 326 | $9K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 243 | $7K |
| Investors Research Corp | 0.00% | No change | 170 | $5K |
| Mather Group, Llc. | 0.00% | New | 168 | $5K |
| Global Retirement Partners, LLC | 0.00% | Add +2.9% | 142 | $4K |
| Synergy Asset Management, LLC | 0.00% | New | 81 | $2K |
| Comerica Bank | 0.00% | No change | 50 | $1K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 40 | $1K |
| Global Wealth Strategies & Associates | 0.00% | No change | 30 | $830 |
| TCTC Holdings, LLC | 0.00% | No change | 22 | $609 |
| NewEdge Advisors, LLC | 0.00% | No change | 3 | $92 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -80.0% | 2 | $55 |
| FMR LLC | 0.00% | New | 1 | $28 |
| Wells Fargo & Company | 0.00% | New | 1 | $18 |
"% of holder's portfolio" is USDU's weight in each manager's 13F, not the share of Wisdomtree BBG Usd Bullish the manager owns.