Wisdomtree BBG Usd BullishUSDUETF
13F holders, Q3 2025 (September 30)42holders −12
9new positions
21sold out
1famous investor
$26.42avg. 13F price*
At the end of Q3 2025, 42 institutions reported holding Wisdomtree BBG Usd Bullish (USDU) in their 13F filings, down 12 from Q2 2025. 9 opened new positions and 21 sold out. The largest holders were GenWealth Group, Inc. ($16.8M), Osborne Partners Capital Management, LLC ($13.5M) and Trek Financial, LLC ($8.5M). 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $21.0M |
| Exits | 21 | $40.3M |
All 13F filers, Q2 2025 → Q3 2025: 1,169,448 shares bought and 1,780,182 shares sold, net −610,734 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| GenWealth Group, Inc. | 3.14% | Add +8.2% | 638,295 | $16.8M |
| Osborne Partners Capital Management, LLC | 0.69% | Add +6.8% | 512,305 | $13.5M |
| Trek Financial, LLC | 0.51% | New | 323,715 | $8.5M |
| Summit Place Financial Advisors, LLC | 2.56% | Reduce -4.5% | 205,592 | $5.4M |
| Prevail Innovative Wealth Advisors, LLC | 0.85% | New | 165,710 | $4.4M |
| Morgan Stanley | 0.00% | Add +808.8% | 161,872 | $4.3M |
| Fortis Group Advisors, LLC | 0.63% | New | 136,304 | $3.7M |
| Bank of America Corp. | 0.00% | Reduce -41.2% | 133,060 | $3.5M |
| Ausdal Financial Partners, Inc. | 0.17% | Add +66.9% | 129,745 | $3.4M |
| Maridea Wealth Management LLC | 0.52% | Add +104.1% | 125,943 | $3.4M |
| J. Safra Sarasin Holding AG | 0.05% | New | 125,706 | $3.3M |
| Jane Street Group, LLC | 0.00% | Reduce -10.4% | 124,664 | $3.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -35.1% | 110,651 | $2.9M |
| Advyzon Investment Management, LLC | 0.45% | Reduce -13.8% | 99,109 | $2.6M |
| Avestar Capital, LLC | 0.11% | Reduce -7.8% | 59,968 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +35.3% | 36,212 | $956K |
| Citadel Advisors | 0.00% | Add +45.4% | 35,434 | $935K |
| Sovereign Financial Group, Inc. | 0.16% | New | 31,428 | $829K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -19.3% | 22,932 | $605K |
| Wbi Investments, LLC | 0.15% | Add +87.5% | 22,854 | $603K |
| Legacy Capital Wealth Partners, LLC | 0.12% | Reduce -18.3% | 21,040 | $555K |
| LPL Financial LLC | 0.00% | Add +12.4% | 13,085 | $345K |
| Cowa, LLC | 0.11% | New | 11,323 | $299K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -24.1% | 9,623 | $254K |
| Osaic Holdings, Inc. | 0.00% | Reduce -32.9% | 5,584 | $147K |
| AE Wealth Management LLC | 0.00% | Add +147.1% | 1,680 | $44K |
| JPMorgan Chase & Co. | 0.00% | Add +1.0% | 1,439 | $38K |
| UBS Group AG | 0.00% | Reduce -82.1% | 832 | $22K |
| Harbour Investments, Inc. | 0.00% | No change | 547 | $14K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 490 | $13K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 376 | $10K |
| Assetmark, Inc. | 0.00% | Reduce -20.3% | 322 | $8K |
| Horizon Investments, LLC | 0.00% | New | 275 | $7K |
| Smartleaf Asset Management LLC | 0.00% | Add +77.6% | 119 | $3K |
| Jones Financial Companies LLLP | 0.00% | New | 113 | $3K |
| Blair William & Co. | 0.00% | No change | 85 | $2K |
| Comerica Bank | 0.00% | No change | 50 | $1K |
| Royal Bank of Canada | 0.00% | No change | 25 | $1K |
| Global Wealth Strategies & Associates | 0.00% | No change | 30 | $792 |
| TCTC Holdings, LLC | 0.00% | No change | 22 | $581 |
| BNP Paribas Financial Markets | 0.00% | New | 3 | $79 |
| Wells Fargo & Company | 0.00% | No change | 1 | $20 |
"% of holder's portfolio" is USDU's weight in each manager's 13F, not the share of Wisdomtree BBG Usd Bullish the manager owns.