Wisdomtree BBG Usd BullishUSDUETF
13F holders, Q1 2026 (March 31)67holders +18
30new positions
11sold out
1famous investor
$26.33avg. 13F price*
At the end of Q1 2026, 67 institutions reported holding Wisdomtree BBG Usd Bullish (USDU) in their 13F filings, up 18 from Q4 2025. 30 opened new positions and 11 sold out. The largest holders were Assetmark, Inc. ($82.4M), GenWealth Group, Inc. ($20.0M) and Osborne Partners Capital Management, LLC ($14.0M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $45.1M |
| Exits | 11 | $31.3M |
All 13F filers, Q4 2025 → Q1 2026: 6,192,800 shares bought and 2,131,506 shares sold, net +4,061,294 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 67 holders
| Assetmark, Inc. | 0.17% | Add +5639.0% | 3,129,395 | $82.4M |
| GenWealth Group, Inc. | 3.42% | Add +30.8% | 759,232 | $20.0M |
| Osborne Partners Capital Management, LLC | 0.74% | Add +3.4% | 530,739 | $14.0M |
| Empowered Funds, LLC | 0.09% | New | 512,482 | $13.5M |
| Morgan Stanley | 0.00% | Add +151.1% | 495,397 | $13.0M |
| Encompass More Asset Management | 1.95% | New | 438,837 | $11.6M |
| HighTower Advisors, LLC | 0.01% | Add +144.3% | 305,315 | $8.0M |
| Reyes Financial Architecture, Inc. | 6.56% | Add +7066.6% | 304,722 | $8.0M |
| Advyzon Investment Management, LLC | 0.52% | Reduce -45.6% | 220,111 | $5.8M |
| Ausdal Financial Partners, Inc. | 0.26% | Reduce -42.0% | 219,312 | $5.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +78.4% | 200,116 | $5.3M |
| Summit Place Financial Advisors, LLC | 2.34% | Reduce -8.1% | 184,703 | $4.9M |
| LPL Financial LLC | 0.00% | Add +224.0% | 152,665 | $4.0M |
| Jane Street Group, LLC | 0.00% | Add +268.6% | 125,855 | $3.3M |
| J. Safra Sarasin Holding AG | 0.05% | Reduce -12.6% | 119,357 | $3.1M |
| Cetera Investment Advisers | 0.00% | New | 114,123 | $3.0M |
| Maridea Wealth Management LLC | 0.38% | Reduce -55.6% | 100,114 | $2.6M |
| Osaic Holdings, Inc. | 0.00% | Add +1976.3% | 99,639 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -67.5% | 92,765 | $2.4M |
| Citadel Advisors | 0.00% | Reduce -32.2% | 74,645 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | New | 71,086 | $1.9M |
| Legacy Wealth Partners, LLC | 0.47% | New | 71,083 | $1.9M |
| Balefire, LLC | 0.32% | New | 64,214 | $1.7M |
| Cowa, LLC | 0.42% | Add +10.7% | 54,578 | $1.4M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -65.2% | 51,650 | $1.4M |
| Algorithmic Investment Models, LLC | 1.47% | New | 45,369 | $1.2M |
| Gateway Wealth Partners, LLC | 0.05% | New | 44,110 | $1.2M |
| Bank of America Corp. | 0.00% | Add +18.4% | 42,045 | $1.1M |
| Ameritas Advisory Services, LLC | 0.04% | New | 40,205 | $1.1M |
| VestGen Advisors, LLC | 0.03% | New | 40,040 | $1.0M |
| Avestar Capital, LLC | 0.07% | Reduce -4.3% | 38,653 | $1.0M |
| GeoWealth Management, LLC | 0.04% | New | 38,149 | $1.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 37,125 | $978K |
| UBS Group AG | 0.00% | Add +4208.4% | 35,846 | $944K |
| VestGen Investment Management | 0.51% | New | 35,261 | $928K |
| Sovereign Financial Group, Inc. | 0.16% | Add +4.1% | 34,771 | $916K |
| Waystone Advisors LLC | 0.68% | New | 28,979 | $763K |
| Atria Investments, Inc | 0.01% | New | 26,766 | $705K |
| Moulton Wealth Management, Inc. | 0.35% | New | 19,421 | $511K |
| Hilltop Holdings Inc. | 0.04% | Reduce -62.4% | 17,549 | $462K |
| Brookwood Investment Group LLC | 0.05% | New | 16,070 | $423K |
| Ascent Group, LLC | 0.01% | New | 15,975 | $421K |
| Bank of Montreal | 0.00% | New | 14,921 | $393K |
| Wbi Investments, LLC | 0.10% | Reduce -42.8% | 13,740 | $362K |
| Millington Securities, LLC | 0.10% | — | 13,740 | $362K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -78.9% | 11,538 | $304K |
| Ignite Planners, LLC | 0.05% | New | 11,339 | $299K |
| PFG Investments, LLC | 0.01% | New | 8,629 | $227K |
| Merit Financial Group, LLC | 0.00% | New | 8,005 | $211K |
| Kaizen Financial Strategies | 0.09% | New | 8,000 | $207K |
| Parallel Advisors, LLC | 0.00% | Add +24.4% | 4,615 | $122K |
| Fifth Third Bancorp | 0.00% | New | 1,354 | $36K |
| Royal Bank of Canada | 0.00% | Reduce -85.0% | 1,189 | $32K |
| JPMorgan Chase & Co. | 0.00% | Add +13.5% | 1,135 | $30K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 910 | $24K |
| AE Wealth Management LLC | 0.00% | Reduce -59.5% | 680 | $18K |
| Harbour Investments, Inc. | 0.00% | Reduce -6.1% | 574 | $15K |
| Johnson Financial Group, Inc. | 0.00% | New | 284 | $7K |
| Capital Advisor Network LLC | 0.01% | — | 269 | $7K |
| Smartleaf Asset Management LLC | 0.00% | Add +42.9% | 233 | $6K |
| Rossby Financial, LCC | 0.00% | New | 219 | $6K |
| Qube Research & Technologies Ltd | 0.00% | New | 207 | $5K |
| Horizon Investments, LLC | 0.00% | Reduce -69.4% | 110 | $3K |
| BNP Paribas Financial Markets | 0.00% | New | 106 | $3K |
| Blair William & Co. | 0.00% | No change | 85 | $2K |
| Global Wealth Strategies & Associates | 0.00% | No change | 30 | $790 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 3 | $79 |
"% of holder's portfolio" is USDU's weight in each manager's 13F, not the share of Wisdomtree BBG Usd Bullish the manager owns.