Who Owns WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU)?Hedge Fund & Institutional Holders

$26.34+0.18 (+0.71%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.5000149851324108e+128T

% of Float Held

—

QoQ Change in Holders

+15 / -5

Price History

$25.21$26.07$26.93$27.79$28.65Aug 24Jun 25Mar 26

USDU — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+583K+$15.0M
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCNew Position+513K+$13.2M
Bank of New York Mellon CorpNew Position+342K+$8.0M
Summit Place Financial Advisors, LLCNew Position+201K+$5.2M
Farther Finance Advisors, LLCNew Position+149K+$3.8M
J. Safra Sarasin Holding AGNew Position+137K+$3.5M
ENVESTNET ASSET MANAGEMENT INCNew Position+112K+$2.0M
Hilltop Holdings Inc.New Position+47K+$1.0M
Rockefeller Capital Management L.P.New Position+55K+$1.0M
Vident Advisory, LLCNew Position+74K+$1.0M
Sovereign Financial Group, Inc.New Position+33K+$861K
TRUIST FINANCIAL CORPNew Position+21K+$563K
PMV Capital Advisers, LLCNew Position+5K+$136K
Reyes Financial Architecture, Inc.New Position+4K+$109K
TUCKER ASSET MANAGEMENT LLCNew Position+3K+$68K

USDU — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
GenWealth Group, Inc.Decreased-58K-$16.8B
Fortis Group Advisors, LLCClosed Position-136K-$3.7B
BANK OF AMERICA CORP /DE/Decreased-98K-$3.5B
JANE STREET GROUP, LLCDecreased-91K-$3.3B
Avestar Capital, LLCDecreased-20K-$1.6B
Legacy Capital Wealth Partners, LLCClosed Position-21K-$555.2M
J HAGAN CAPITAL, INC.Closed Position-13K-$337.7M
FLAGSHIP HARBOR ADVISORS, LLCDecreased-7K-$229.7M
OSAIC HOLDINGS, INC.Decreased-785-$146.7M
JPMORGAN CHASE & CODecreased-439-$38.0M
Cambridge Investment Research Advisors, Inc.Closed Position-10K-$254K
BNP PARIBAS FINANCIAL MARKETSClosed Position-3-$79K
WELLS FARGO & COMPANY/MNDecreased-1-$20K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1COMMONWEALTH EQUITY SERVICES, LLC583,151$15.0M0.02%Share
2GenWealth Group, Inc.580,385$15.0M2.55%Share
3OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC513,243$13.2M0.68%Share
4Advyzon Investment Management, LLC404,396$10.4M1.21%Share
5Ausdal Financial Partners, Inc.377,996$9.8M0.45%Share
6Bank of New York Mellon Corp341,997$8.0M0.00%Share
7SUSQUEHANNA INTERNATIONAL GROUP, LLP253,945$6.0M0.00%Share
8Maridea Wealth Management LLC225,417$5.8M0.87%Share
9Summit Place Financial Advisors, LLC201,028$5.2M2.51%Share
10MORGAN STANLEY197,304$5.0M0.00%Share
11PREVAIL INNOVATIVE WEALTH ADVISORS, LLC171,248$4.4M0.79%Share
12Farther Finance Advisors, LLC148,563$3.8M0.04%Share
13J. Safra Sarasin Holding AG136,509$3.5M0.06%Share
14HighTower Advisors, LLC124,969$3.0M0.00%Share
15CITADEL ADVISORS LLC110,161$2.0M0.00%Share
16ENVESTNET ASSET MANAGEMENT INC112,149$2.0M0.00%Share
17ASSETMARK, INC54,529$1.4M0.00%Share
18COWA, LLC49,285$1.3M0.39%Share
19LPL Financial LLC47,117$1.0M0.00%Share
20Vident Advisory, LLC73,501$1.0M0.01%Share
21Rockefeller Capital Management L.P.54,792$1.0M0.00%Share
22Hilltop Holdings Inc.46,607$1.0M0.06%Share
23Avestar Capital, LLC40,397$1.0M0.06%Share
24Sovereign Financial Group, Inc.33,388$861K0.15%Share
25WBI INVESTMENTS, LLC24,026$619K0.16%Share
26TRUIST FINANCIAL CORP21,459$563K0.00%Share
27PMV Capital Advisers, LLC5,282$136K0.25%Share
28Reyes Financial Architecture, Inc.4,252$109K0.07%Share
29TUCKER ASSET MANAGEMENT LLC2,639$68K0.02%Share
30FLAGSHIP HARBOR ADVISORS, LLC1,776$45K0.00%Share
31AE Wealth Management LLC1,680$43K0.00%Share
32UBS Group AG832$21K0.00%Share
33HARBOUR INVESTMENTS, INC.611$15K0.00%Share
34Horizon Investments, LLC360$9K0.00%Share
35Ausdal Financial Partners, Inc.250$6K0.00%Share
36COMERICA BANK100$2K0.00%Share
37BLAIR WILLIAM & CO/IL85$00.00%Share
38GTS SECURITIES LLC11,395$00.00%Share
39Smartleaf Asset Management LLC163$00.00%Share
40OSAIC HOLDINGS, INC.283$00.00%Share
41Parallel Advisors, LLC3,710$00.00%Share
42WELLS FARGO & COMPANY/MN0$00.00%Share
43Bank of New York Mellon Corp2$00.00%Share
44Global Wealth Strategies & Associates30$00.00%Share
45OSAIC HOLDINGS, INC.4,516$00.00%Share
46Global Retirement Partners, LLC159$00.00%Share
47SUSQUEHANNA INTERNATIONAL GROUP, LLP31,041$00.00%Share
48CITADEL ADVISORS LLC7,900$00.00%Put
49MORGAN STANLEY1$00.00%Share
50JPMORGAN CHASE & CO999$00.00%Share

USDU Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202550$122.4M+16
Q3 202534$54.4B-13
Q2 202547$76.1B-11
Q1 202558$116.3B-5
Q4 202463$67.7T+28
Q3 202435$107.5T-11
Q2 202446$63.6T+15
Q1 202431$60.9T—

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As of Q4 2025, 50 institutional investors hold USDU (WisdomTree Bloomberg U.S. Dollar Bullish Fund). The largest holder is COMMONWEALTH EQUITY SERVICES, LLC with $15.0M in shares. This quarter, 15 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own USDU?

As of Q4 2025, 50 institutional investors report holding USDU (WisdomTree Bloomberg U.S. Dollar Bullish Fund) in their 13F filings.

Who is the largest institutional holder of USDU?

The largest institutional holder of USDU is COMMONWEALTH EQUITY SERVICES, LLC with $15.0M in shares.

Is institutional ownership of USDU increasing or decreasing?

This quarter, 15 institutions opened new positions in USDU and 5 closed their positions.