Wisdomtree BBG Usd BullishUSDUETF
13F holders, Q1 2025 (March 31)57holders −14
14new positions
25sold out
1famous investor
$27.23avg. 13F price*
At the end of Q1 2025, 57 institutions reported holding Wisdomtree BBG Usd Bullish (USDU) in their 13F filings, down 14 from Q4 2024. 14 opened new positions and 25 sold out. The largest holders were GenWealth Group, Inc. ($15.9M), Osborne Partners Capital Management, LLC ($12.9M) and LPL Financial LLC ($9.8M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $16.9M |
| Exits | 25 | $69.8M |
All 13F filers, Q4 2024 → Q1 2025: 1,404,853 shares bought and 3,149,820 shares sold, net −1,744,967 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| GenWealth Group, Inc. | 3.50% | Add +4.2% | 582,583 | $15.9M |
| Osborne Partners Capital Management, LLC | 0.74% | Add +2.5% | 473,450 | $12.9M |
| LPL Financial LLC | 0.00% | Reduce -17.4% | 358,813 | $9.8M |
| Vident Advisory, LLC | 0.14% | Add +741.4% | 342,381 | $9.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.7% | 247,270 | $6.7M |
| Bank of America Corp. | 0.00% | Reduce -1.8% | 245,884 | $6.7M |
| Summit Place Financial Advisors, LLC | 3.26% | Add +8.1% | 211,722 | $5.8M |
| Empowered Funds, LLC | 0.08% | Add +51.0% | 201,419 | $5.5M |
| Ausdal Financial Partners, Inc. | 0.38% | New | 183,410 | $5.0M |
| Accurate Wealth Management, LLC | 0.90% | New | 179,419 | $4.7M |
| Jane Street Group, LLC | 0.01% | Add +139.9% | 173,063 | $4.7M |
| Maridea Wealth Management LLC | 1.47% | Add +61.3% | 164,749 | $4.5M |
| Morgan Stanley | 0.00% | Add +1382.2% | 97,128 | $2.6M |
| Ameritas Advisory Services, LLC | 0.10% | No change | 90,449 | $2.5M |
| Good Life Advisors, LLC | 0.14% | New | 72,777 | $2.0M |
| NewSquare Capital LLC | 0.16% | Reduce -3.7% | 72,086 | $2.0M |
| Avestar Capital, LLC | 0.17% | Reduce -15.3% | 64,852 | $1.8M |
| Summit Financial, LLC | 0.05% | New | 59,015 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -77.1% | 51,326 | $1.4M |
| Moulton Wealth Management, Inc. | 1.05% | Add +333.5% | 50,720 | $1.4M |
| Farther Finance Advisors, LLC | 0.03% | New | 49,577 | $1.3M |
| Citadel Advisors | 0.00% | Add +326.9% | 42,426 | $1.2M |
| PMV Capital Advisers, LLC | 2.31% | Add +415.8% | 34,933 | $952K |
| Trek Financial, LLC | 0.06% | New | 32,107 | $875K |
| Worth Asset Management, LLC | 0.45% | Reduce -8.0% | 30,101 | $821K |
| Napa Wealth Management | 0.29% | Add +41.6% | 18,714 | $510K |
| Wallace Advisory Group, LLC | 0.34% | New | 17,615 | $487K |
| Defined Financial Planning LLC | 0.42% | Add +5.0% | 15,167 | $412K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -86.7% | 13,097 | $357K |
| Wbi Investments, LLC | 0.09% | New | 11,963 | $326K |
| Global View Capital Management LLC | 0.11% | New | 11,292 | $308K |
| PFG Advisors | 0.02% | Reduce -4.2% | 10,421 | $284K |
| Osaic Holdings, Inc. | 0.00% | Reduce -43.3% | 8,686 | $237K |
| Interactive Financial Advisors, Inc. | 0.12% | Reduce -1.1% | 8,676 | $237K |
| Assetmark, Inc. | 0.00% | Reduce -88.8% | 8,207 | $224K |
| Nvwm, LLC | 0.04% | New | 5,674 | $155K |
| Reyes Financial Architecture, Inc. | 0.10% | Reduce -93.5% | 4,944 | $135K |
| JPMorgan Chase & Co. | 0.00% | Reduce -96.5% | 2,802 | $76K |
| UBS Group AG | 0.00% | Add +3.3% | 1,349 | $37K |
| Kiker Wealth Management, LLC | 0.01% | New | 600 | $16K |
| Harbour Investments, Inc. | 0.00% | New | 547 | $15K |
| Bank of Montreal | 0.00% | Reduce -96.5% | 500 | $14K |
| Royal Bank of Canada | 0.00% | Reduce -73.9% | 416 | $12K |
| AE Wealth Management LLC | 0.00% | No change | 399 | $11K |
| Blair William & Co. | 0.00% | No change | 391 | $11K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 328 | $9K |
| Investors Research Corp | 0.00% | No change | 170 | $5K |
| Runnymede Capital Advisors, Inc. | 0.00% | Reduce -59.9% | 137 | $4K |
| BNP Paribas Financial Markets | 0.00% | Reduce -71.8% | 92 | $3K |
| Smartleaf Asset Management LLC | 0.00% | New | 67 | $2K |
| Comerica Bank | 0.00% | No change | 50 | $1K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -81.9% | 44 | $1K |
| Global Wealth Strategies & Associates | 0.00% | No change | 30 | $818 |
| TCTC Holdings, LLC | 0.00% | No change | 22 | $600 |
| NewEdge Advisors, LLC | 0.00% | No change | 3 | $91 |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 2 | $53 |
| Wells Fargo & Company | 0.00% | No change | 1 | $19 |
"% of holder's portfolio" is USDU's weight in each manager's 13F, not the share of Wisdomtree BBG Usd Bullish the manager owns.