USDU Institutional Ownership & Shareholders
WISDOMTREE BBG USD BULLISH (USDU) is currently held by 66 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $221.84M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of USDU tracked by InsiderSet, reporting ownership valued at approximately $22.13M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $22.51M, representing an estimated gain of +1.72% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed USDU value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Genwealth Group, Inc., Morgan Stanley, and several other long-term asset managers with concentrated positions in WISDOMTREE BBG USD BULLISH (USDU).
This page ranks the largest institutional USDU shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
66
Total Reported Value
$221.84M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$22.13M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
102
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.01% | 827,284 | $22,129,858 | $22,510,398 | +$380,540 | +1.72% | |
| Genwealth Group, Inc. | 3.28% | 780,822 | $21,058,769 | $21,246,167 | +$187,398 | +0.89% | |
| Morgan Stanley | 0.00% | 750,805 | $20,084,041 | $20,429,404 | +$345,363 | +1.72% | |
| Ausdal Financial Partners, Inc. | 0.59% | 565,839 | $15,136,180 | $15,396,479 | +$260,299 | +1.72% | |
| Osborne Partners Capital Management, Llc | 0.83% | 556,910 | $14,897,347 | $15,153,521 | +$256,174 | +1.72% | |
| Advyzon Investment Management, Llc | 1.07% | 553,489 | $14,805,818 | $15,060,436 | +$254,618 | +1.72% | |
| Encompass More Asset Management | 1.47% | 385,629 | $10,400,414 | $10,492,965 | +$92,551 | +0.89% | |
| Lpl Financial Llc | 0.00% | 353,695 | $9,461,354 | $9,624,041 | +$162,687 | +1.72% | |
| Exchange Traded Concepts, Llc | 0.04% | 344,148 | $9,281,672 | $9,364,267 | +$82,595 | +0.89% | |
| Ameritas Advisory Services, Llc | 0.18% | 326,163 | $8,724,860 | $8,874,895 | +$150,035 | +1.72% | |
| Beacon Capital Management, Inc. | 0.50% | 295,259 | $7,963,135 | $8,033,997 | +$70,862 | +0.89% | |
| Fortis Group Advisors, Llc | 1.27% | 297,428 | $7,956,199 | $8,093,016 | +$136,817 | +1.72% | |
| Fsa Investment Group, Llc | 2.05% | 238,285 | $6,426,546 | $6,483,735 | +$57,189 | +0.89% | |
| Assetmark, Inc | 0.01% | 215,516 | $5,812,467 | $5,864,190 | +$51,723 | +0.89% | |
| Wealth High Governance Asset Management Ltda. | 0.53% | 186,800 | $4,996,900 | $5,082,828 | +$85,928 | +1.72% | |
| Summit Place Financial Advisors, Llc | 2.21% | 181,438 | $4,893,380 | $4,936,928 | +$43,548 | +0.89% | |
| Maridea Wealth Management Llc | 0.50% | 170,411 | $4,558,491 | $4,636,883 | +$78,392 | +1.72% | |
| Cetera Investment Advisers | 0.00% | 153,319 | $4,101,287 | $4,171,810 | +$70,523 | +1.72% | |
| J. Safra Sarasin Holding Ag | 0.04% | 119,357 | $3,142,670 | $3,247,704 | +$105,034 | +3.34% | |
| Capital Advisor Network Llc | 3.20% | 95,721 | $2,560,537 | $2,604,568 | +$44,031 | +1.72% | |
| Osaic Holdings, Inc. | 0.00% | 94,812 | $2,536,092 | $2,579,835 | +$43,743 | +1.72% | |
| Triad Wealth Partners, Llc | 0.14% | 92,606 | $2,497,584 | $2,519,809 | +$22,225 | +0.89% | |
| Camarda Financial Advisors, Llc | 0.62% | 76,782 | $2,053,919 | $2,089,238 | +$35,319 | +1.72% | |
| Vident Advisory, Llc | 0.01% | 73,248 | $1,959,384 | $1,993,078 | +$33,694 | +1.72% | |
| Thor Trading Advisors, Llc | 0.42% | 50,028 | $1,338,249 | $1,361,262 | +$23,013 | +1.72% | |
| Equitable Holdings, Inc. | 0.01% | 46,445 | $1,242,404 | $1,263,768 | +$21,364 | +1.72% | |
| Gateway Wealth Partners, Llc | 0.07% | 45,816 | $1,225,595 | $1,246,653 | +$21,058 | +1.72% | |
| Algorithmic Investment Models, Llc | 1.41% | 45,378 | $1,213,862 | $1,234,735 | +$20,873 | +1.72% | |
| Vestgen Investment Management | 0.57% | 40,138 | $1,073,692 | $1,092,155 | +$18,463 | +1.72% | |
| Bank Of America Corp | 0.00% | 36,942 | $988,199 | $1,005,192 | +$16,993 | +1.72% | |
| Moulton Wealth Management, Inc | 0.66% | 36,065 | $978,093 | $981,329 | +$3,236 | +0.33% | |
| Sovereign Financial Group, Inc. | 0.15% | 36,459 | $975,278 | $992,049 | +$16,771 | +1.72% | |
| Atria Investments, Inc | 0.01% | 33,627 | $906,920 | $914,991 | +$8,071 | +0.89% | |
| Waystone Advisors Llc | 0.65% | 32,411 | $867,015 | $881,903 | +$14,888 | +1.72% | |
| Citadel Advisors Llc | 0.00% | 20,557 | $549,900 | $559,356 | +$9,456 | +1.72% | |
| Bank Of Montreal | 0.00% | 12,833 | $333,658 | $349,186 | +$15,528 | +4.65% | |
| Kingsview Wealth Management, Llc | 0.00% | 11,912 | $318,646 | $324,126 | +$5,480 | +1.72% | |
| Synergy Asset Management, Llc | 0.03% | 11,462 | $306,609 | $311,881 | +$5,272 | +1.72% | |
| Brookwood Investment Group Llc | 0.03% | 9,863 | $263,835 | $268,372 | +$4,537 | +1.72% | |
| Wbi Investments, Llc | 0.06% | 9,637 | $257,790 | $262,223 | +$4,433 | +1.72% | |
| Worth Asset Management, Llc | 0.07% | 9,489 | $255,919 | $258,196 | +$2,277 | +0.89% | |
| Legacy Wealth Partners, Llc | 0.05% | 9,200 | $248,124 | $250,332 | +$2,208 | +0.89% | |
| Reyes Financial Architecture, Inc. | 0.14% | 8,171 | $220,372 | $222,333 | +$1,961 | +0.89% | |
| Ifp Advisors, Inc | 0.00% | 7,893 | $212,874 | $214,769 | +$1,895 | +0.89% | |
| Qube Research & Technologies Ltd | 0.00% | 7,734 | $206,885 | $210,442 | +$3,557 | +1.72% | |
| Parallel Advisors, Llc | 0.00% | 4,305 | $115,159 | $117,139 | +$1,980 | +1.72% | |
| Fwl Investment Management, Llc | 0.01% | 2,746 | $73,456 | $74,719 | +$1,263 | +1.72% | |
| Fifth Third Bancorp | 0.00% | 2,674 | $71,530 | $72,760 | +$1,230 | +1.72% | |
| Heritage Family Offices, Llp | 0.01% | 1,539 | $41,507 | $41,876 | +$369 | +0.89% | |
| Ubs Group Ag | 0.00% | 1,206 | $32,261 | $32,815 | +$554 | +1.72% |
Frequently asked questions about USDU
Who are the largest institutional holders of USDU?
The largest institutional holders of USDU reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Genwealth Group, Inc., Morgan Stanley, Ausdal Financial Partners, Inc., and Osborne Partners Capital Management, Llc. InsiderSet ranks institutional holders by their latest reported USDU position.
What is USDU institutional ownership?
This page tracks USDU positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE BBG USD BULLISH (USDU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own USDU?
InsiderSet currently tracks 66 institutional managers reporting USDU holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of USDU shareholders.
How much USDU stock do institutions own?
Institutional investment managers disclosed approximately $221.84M in USDU holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was USDU institutional ownership last updated?
The latest USDU institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional USDU holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its USDU position after the reporting date.
Are institutions buying or selling USDU?
Institutional buying and selling can be analyzed by comparing USDU positions across consecutive 13F reporting periods. InsiderSet's USDU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View USDU ownership changes.
How has USDU institutional ownership changed over time?
InsiderSet tracks USDU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.