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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Sell | -54,088 | -72.5% | 20,557 | $549.90K | Q2 2026 | Sep 02, 2026 |
| Kingsview Wealth Management, Llc | Buy | +11,912 | — | 11,912 | $318.65K | Q2 2026 | Aug 19, 2026 |
| Camarda Financial Advisors, Llc | Buy | +76,782 | — | 76,782 | $2.05M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +46,445 | — | 46,445 | $1.24M | Q2 2026 | Aug 17, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +346,527 | +158.0% | 565,839 | $15.14M | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, Llc | Buy | +333,378 | +151.5% | 553,489 | $14.81M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +285,958 | +711.2% | 326,163 | $8.72M | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Buy | +7,527 | +3636.2% | 7,734 | $206.88K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -5,103 | -12.1% | 36,942 | $988.20K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -4,827 | -4.8% | 94,812 | $2.54M | Q2 2026 | Aug 14, 2026 |
| Fwl Investment Management, Llc | Buy | +2,746 | — | 2,746 | $73.46K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -1,164 | -97.9% | 25 | $1.00K | Q2 2026 | Aug 14, 2026 |
| Pmv Capital Advisers, Llc | Buy | +287 | — | 287 | $7.68K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +164 | — | 164 | $4.39K | Q2 2026 | Aug 14, 2026 |
| Beacon Capital Management, Inc. | Buy | +302,785 | — | 302,785 | $8.10M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +255,408 | +51.6% | 750,805 | $20.08M | Q2 2026 | Aug 13, 2026 |
| Capital Advisor Network Llc | Buy | +95,452 | +35484.0% | 95,721 | $2.56M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -34,640 | -96.6% | 1,206 | $32.26K | Q2 2026 | Aug 13, 2026 |
| Horizon Investments, Llc | Sell | -98 | -89.1% | 12 | $321.00 | Q2 2026 | Aug 13, 2026 |
| Bnp Paribas Financial Markets | Sell | -55 | -51.9% | 51 | $1.36K | Q2 2026 | Aug 13, 2026 |
| Wealth High Governance Asset Management Ltda. | Buy | +186,800 | — | 186,800 | $5.00M | Q2 2026 | Aug 12, 2026 |
| Vident Advisory, Llc | Buy | +73,248 | — | 73,248 | $1.96M | Q2 2026 | Aug 12, 2026 |
| Thor Trading Advisors, Llc | Buy | +50,028 | — | 50,028 | $1.34M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +39,196 | +34.3% | 153,319 | $4.10M | Q2 2026 | Aug 12, 2026 |
| Bank Of Montreal | Sell | -2,088 | -14.0% | 12,833 | $333.66K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +230 | — | 230 | $6.15K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +78 | +13.6% | 652 | $17.44K | Q2 2026 | Aug 12, 2026 |
| Wbi Investments, Llc | Sell | -4,103 | -29.9% | 9,637 | $257.79K | Q2 2026 | Aug 11, 2026 |
| Vestgen Advisors, Llc | Buy | +945 | +2.4% | 40,985 | $1.10M | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Buy | +201,030 | +131.7% | 353,695 | $9.46M | Q2 2026 | Aug 07, 2026 |
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.