Wisdomtree BBG Usd BullishUSDUETF
13F holders, Q4 2025 (December 31)49holders +7
15new positions
7sold out
1famous investor
$25.80avg. 13F price*
At the end of Q4 2025, 49 institutions reported holding Wisdomtree BBG Usd Bullish (USDU) in their 13F filings, up 7 from Q3 2025. 15 opened new positions and 7 sold out. The largest holders were Commonwealth Equity Services, LLC ($15.0M), GenWealth Group, Inc. ($15.0M) and Osborne Partners Capital Management, LLC ($13.2M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $33.5M |
| Exits | 7 | $13.0M |
All 13F filers, Q3 2025 → Q4 2025: 2,570,371 shares bought and 762,638 shares sold, net +1,807,733 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| Commonwealth Equity Services, LLC | 0.02% | New | 583,151 | $15.0M |
| GenWealth Group, Inc. | 2.56% | Reduce -9.1% | 580,385 | $15.0M |
| Osborne Partners Capital Management, LLC | 0.68% | Add +0.2% | 513,243 | $13.2M |
| Advyzon Investment Management, LLC | 1.21% | Add +308.0% | 404,396 | $10.4M |
| Ausdal Financial Partners, Inc. | 0.45% | Add +191.5% | 378,246 | $9.8M |
| Bank of New York Mellon Corp | 0.00% | New | 341,999 | $8.8M |
| Susquehanna International Group, LLP | 0.01% | Add +687.0% | 284,986 | $7.4M |
| Maridea Wealth Management LLC | 0.88% | Add +79.0% | 225,417 | $5.8M |
| Summit Place Financial Advisors, LLC | 2.51% | Reduce -2.2% | 201,028 | $5.2M |
| Morgan Stanley | 0.00% | Add +21.9% | 197,305 | $5.1M |
| Prevail Innovative Wealth Advisors, LLC | 0.79% | Add +3.3% | 171,248 | $4.4M |
| Farther Finance Advisors, LLC | 0.04% | New | 148,563 | $3.8M |
| J. Safra Sarasin Holding AG | 0.06% | Add +8.6% | 136,509 | $3.5M |
| HighTower Advisors, LLC | 0.00% | Add +12.9% | 124,969 | $3.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +389.1% | 112,149 | $2.9M |
| Citadel Advisors | 0.00% | Add +210.9% | 110,161 | $2.8M |
| Vident Advisory, LLC | 0.02% | New | 73,501 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | New | 54,792 | $1.4M |
| Assetmark, Inc. | 0.00% | Add +16834.5% | 54,529 | $1.4M |
| Cowa, LLC | 0.39% | Add +335.3% | 49,285 | $1.3M |
| LPL Financial LLC | 0.00% | Add +260.1% | 47,117 | $1.2M |
| Hilltop Holdings Inc. | 0.07% | New | 46,607 | $1.2M |
| Avestar Capital, LLC | 0.07% | Reduce -32.6% | 40,397 | $1.0M |
| Bank of America Corp. | 0.00% | Reduce -73.3% | 35,498 | $916K |
| Jane Street Group, LLC | 0.00% | Reduce -72.6% | 34,146 | $881K |
| Sovereign Financial Group, Inc. | 0.15% | Add +6.2% | 33,388 | $861K |
| Wbi Investments, LLC | 0.16% | Add +5.1% | 24,026 | $620K |
| Truist Financial Corp. | 0.00% | New | 21,459 | $563K |
| GTS Securities LLC | 0.01% | New | 11,395 | $294K |
| Royal Bank of Canada | 0.00% | Add +31612.0% | 7,928 | $205K |
| PMV Capital Advisers, LLC | 0.25% | New | 5,282 | $136K |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.1% | 4,799 | $124K |
| Reyes Financial Architecture, Inc. | 0.07% | New | 4,252 | $110K |
| Parallel Advisors, LLC | 0.00% | New | 3,710 | $96K |
| Tucker Asset Management LLC | 0.02% | New | 2,639 | $68K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 1,776 | $46K |
| AE Wealth Management LLC | 0.00% | No change | 1,680 | $43K |
| JPMorgan Chase & Co. | 0.00% | Reduce -30.5% | 1,000 | $26K |
| CIBC Private Wealth Group LLC | 0.00% | Add +154.3% | 956 | $25K |
| UBS Group AG | 0.00% | No change | 832 | $21K |
| Harbour Investments, Inc. | 0.00% | Add +11.7% | 611 | $16K |
| Horizon Investments, LLC | 0.00% | Add +30.9% | 360 | $9K |
| Smartleaf Asset Management LLC | 0.00% | Add +37.0% | 163 | $4K |
| Global Retirement Partners, LLC | 0.00% | New | 159 | $4K |
| Comerica Bank | 0.00% | Add +100.0% | 100 | $3K |
| Blair William & Co. | 0.00% | No change | 85 | $2K |
| Global Wealth Strategies & Associates | 0.00% | No change | 30 | $774 |
| TCTC Holdings, LLC | 0.00% | No change | 22 | $568 |
| FMR LLC | 0.00% | New | 17 | $439 |
"% of holder's portfolio" is USDU's weight in each manager's 13F, not the share of Wisdomtree BBG Usd Bullish the manager owns.