WISDOMTREE BBG USD BULLISH (USDU) Institutional Ownership Changes & 13F Activity

WISDOMTREE BBG USD BULLISH (USDU). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ausdal Financial Partners, Inc., Advyzon Investment Management, Llc, Beacon Capital Management, Inc., Ameritas Advisory Services, Llc, and Morgan Stanley.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcSell-54,088-72.5%20,557$549.90KQ2 2026Sep 02, 2026
Kingsview Wealth Management, LlcBuy+11,91211,912$318.65KQ2 2026Aug 19, 2026
Camarda Financial Advisors, LlcBuy+76,78276,782$2.05MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+46,44546,445$1.24MQ2 2026Aug 17, 2026
Ausdal Financial Partners, Inc.Buy+346,527+158.0%565,839$15.14MQ2 2026Aug 14, 2026
Advyzon Investment Management, LlcBuy+333,378+151.5%553,489$14.81MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+285,958+711.2%326,163$8.72MQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+7,527+3636.2%7,734$206.88KQ2 2026Aug 14, 2026
Bank Of America CorpSell-5,103-12.1%36,942$988.20KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-4,827-4.8%94,812$2.54MQ2 2026Aug 14, 2026
Fwl Investment Management, LlcBuy+2,7462,746$73.46KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-1,164-97.9%25$1.00KQ2 2026Aug 14, 2026
Pmv Capital Advisers, LlcBuy+287287$7.68KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+164164$4.39KQ2 2026Aug 14, 2026
Beacon Capital Management, Inc.Buy+302,785302,785$8.10MQ2 2026Aug 13, 2026
Morgan StanleyBuy+255,408+51.6%750,805$20.08MQ2 2026Aug 13, 2026
Capital Advisor Network LlcBuy+95,452+35484.0%95,721$2.56MQ2 2026Aug 13, 2026
Ubs Group AgSell-34,640-96.6%1,206$32.26KQ2 2026Aug 13, 2026
Horizon Investments, LlcSell-98-89.1%12$321.00Q2 2026Aug 13, 2026
Bnp Paribas Financial MarketsSell-55-51.9%51$1.36KQ2 2026Aug 13, 2026
Wealth High Governance Asset Management Ltda.Buy+186,800186,800$5.00MQ2 2026Aug 12, 2026
Vident Advisory, LlcBuy+73,24873,248$1.96MQ2 2026Aug 12, 2026
Thor Trading Advisors, LlcBuy+50,02850,028$1.34MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+39,196+34.3%153,319$4.10MQ2 2026Aug 12, 2026
Bank Of MontrealSell-2,088-14.0%12,833$333.66KQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+230230$6.15KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+78+13.6%652$17.44KQ2 2026Aug 12, 2026
Wbi Investments, LlcSell-4,103-29.9%9,637$257.79KQ2 2026Aug 11, 2026
Vestgen Advisors, LlcBuy+945+2.4%40,985$1.10MQ2 2026Aug 11, 2026
Lpl Financial LlcBuy+201,030+131.7%353,695$9.46MQ2 2026Aug 07, 2026
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Frequently asked questions about USDU activity

  • Which institutional owners are buying USDU?

    Institutional owners buying USDU include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in USDU activity?

    "Buy" means an investor increased their reported position in USDU compared to the prior reporting period. This reflects growing exposure to WISDOMTREE BBG USD BULLISH (USDU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in USDU increasing?

    Institutional interest in USDU can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.