Wisdomtree BBG Usd BullishUSDUETF
13F holders, Q2 2025 (June 30)54holders −3
15new positions
18sold out
1famous investor
$25.77avg. 13F price*
At the end of Q2 2025, 54 institutions reported holding Wisdomtree BBG Usd Bullish (USDU) in their 13F filings, down 3 from Q1 2025. 15 opened new positions and 18 sold out. The largest holders were GenWealth Group, Inc. ($15.2M), Aptus Capital Advisors, LLC ($14.2M) and McElhenny Sheffield Capital Management, LLC ($13.4M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $41.6M |
| Exits | 18 | $28.5M |
All 13F filers, Q1 2025 → Q2 2025: 1,757,651 shares bought and 2,132,420 shares sold, net −374,769 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| GenWealth Group, Inc. | 3.07% | Add +1.3% | 589,940 | $15.2M |
| Aptus Capital Advisors, LLC | 0.14% | New | 549,569 | $14.2M |
| McElhenny Sheffield Capital Management, LLC | 3.57% | New | 519,188 | $13.4M |
| Osborne Partners Capital Management, LLC | 0.66% | Add +1.3% | 479,755 | $12.4M |
| Bank of America Corp. | 0.00% | Reduce -8.0% | 226,288 | $5.8M |
| Summit Place Financial Advisors, LLC | 2.79% | Add +1.7% | 215,292 | $5.5M |
| Virtue Capital Management, LLC | 0.90% | New | 189,396 | $4.9M |
| HighTower Advisors, LLC | 0.01% | Add +232.0% | 170,411 | $4.4M |
| Jane Street Group, LLC | 0.01% | Reduce -19.6% | 139,184 | $3.6M |
| Advyzon Investment Management, LLC | 0.66% | New | 115,043 | $3.0M |
| Flow Traders U.S. LLC | 0.08% | New | 80,776 | $2.1M |
| Ausdal Financial Partners, Inc. | 0.13% | Reduce -57.6% | 77,753 | $2.0M |
| NewSquare Capital LLC | 0.14% | Add +2.1% | 73,608 | $1.9M |
| Avestar Capital, LLC | 0.12% | Add +0.3% | 65,058 | $1.7M |
| Maridea Wealth Management LLC | 0.41% | Reduce -62.5% | 61,716 | $1.6M |
| WorthPointe, LLC | 0.36% | New | 32,853 | $847K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -88.5% | 28,409 | $732K |
| Susquehanna International Group, LLP | 0.00% | New | 26,769 | $690K |
| Legacy Capital Wealth Partners, LLC | 0.15% | New | 25,764 | $664K |
| Raleigh Capital Management Inc. | 0.27% | New | 25,185 | $649K |
| Citadel Advisors | 0.00% | Reduce -42.6% | 24,369 | $628K |
| Morgan Stanley | 0.00% | Reduce -81.7% | 17,811 | $459K |
| Heritage Oak Wealth Advisors LLC | 0.18% | New | 17,747 | $457K |
| Belpointe Asset Management LLC | 0.02% | New | 17,260 | $445K |
| Worth Asset Management, LLC | 0.21% | Reduce -45.9% | 16,278 | $419K |
| J Hagan Capital, Inc. | 0.23% | New | 12,920 | $338K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.2% | 12,675 | $327K |
| Wbi Investments, LLC | 0.08% | Add +1.9% | 12,188 | $314K |
| LPL Financial LLC | 0.00% | Reduce -96.8% | 11,639 | $300K |
| Defined Financial Planning LLC | 0.22% | Reduce -38.1% | 9,381 | $246K |
| Interactive Financial Advisors, Inc. | 0.11% | Reduce -0.3% | 8,654 | $223K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.1% | 8,326 | $215K |
| Reyes Financial Architecture, Inc. | 0.12% | Add +4.8% | 5,180 | $133K |
| UBS Group AG | 0.00% | Add +244.6% | 4,648 | $120K |
| Simplex Trading, LLC | 0.00% | New | 2,672 | $68K |
| JPMorgan Chase & Co. | 0.00% | Reduce -49.1% | 1,425 | $37K |
| AE Wealth Management LLC | 0.00% | Add +70.4% | 680 | $18K |
| PMV Capital Advisers, LLC | 0.04% | Reduce -98.1% | 668 | $17K |
| Harbour Investments, Inc. | 0.00% | No change | 547 | $14K |
| Bank of Montreal | 0.00% | No change | 500 | $13K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -99.5% | 490 | $13K |
| Assetmark, Inc. | 0.00% | Reduce -95.1% | 404 | $10K |
| CIBC Private Wealth Group LLC | 0.00% | New | 376 | $10K |
| Investors Research Corp | 0.00% | No change | 170 | $4K |
| Blair William & Co. | 0.00% | Reduce -78.3% | 85 | $2K |
| Smartleaf Asset Management LLC | 0.00% | No change | 67 | $2K |
| Comerica Bank | 0.00% | No change | 50 | $1K |
| Raymond James Financial Inc. | 0.00% | New | 42 | $1K |
| Royal Bank of Canada | 0.00% | Reduce -94.0% | 25 | $1K |
| Global Wealth Strategies & Associates | 0.00% | No change | 30 | $773 |
| TCTC Holdings, LLC | 0.00% | No change | 22 | $567 |
| Tower Research Capital LLC (TRC) | 0.00% | Add +250.0% | 7 | $180 |
| NewEdge Advisors, LLC | 0.00% | No change | 3 | $86 |
| Wells Fargo & Company | 0.00% | No change | 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.