WISDOMTREE BBG USD BULLISH (USDU) Institutional Shareholders
WISDOMTREE BBG USD BULLISH (USDU) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $252.60M in USDU holdings during the latest filing period.
Assetmark, Inc is currently the largest disclosed institutional shareholder of USDU tracked by InsiderSet, reporting ownership valued at approximately $82.97M 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 $82.19M, representing an estimated loss of -0.93% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed USDU value among the investors covered in this analysis. Major shareholders include Assetmark, Inc, Envestnet Asset Management Inc, Genwealth Group, Inc., 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
69
Total Reported Value
$252.60M
Largest Holder
Assetmark, Inc
Largest Position
$82.97M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
89
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Assetmark, Inc | 0.14% | 3,101,590 | $82,967,533 | $82,192,135 | -$775,398 | -0.93% | |
| Envestnet Asset Management Inc | 0.01% | 827,284 | $22,129,858 | $21,923,026 | -$206,832 | -0.93% | |
| Genwealth Group, Inc. | 3.26% | 781,534 | $20,906,035 | $20,710,651 | -$195,384 | -0.93% | |
| Osborne Partners Capital Management, Llc | 0.83% | 556,910 | $14,897,347 | $14,758,115 | -$139,232 | -0.93% | |
| Empowered Funds, Llc | 0.09% | 512,482 | $13,493,651 | $13,580,773 | +$87,122 | +0.65% | |
| Morgan Stanley | 0.00% | 495,397 | $13,043,808 | $13,128,021 | +$84,213 | +0.65% | |
| Hightower Advisors, Llc | 0.01% | 305,315 | $8,038,934 | $8,090,848 | +$51,914 | +0.65% | |
| Fortis Group Advisors, Llc | 1.27% | 297,428 | $7,956,199 | $7,881,842 | -$74,357 | -0.93% | |
| Advyzon Investment Management, Llc | 0.52% | 220,111 | $5,795,510 | $5,832,942 | +$37,432 | +0.65% | |
| Ausdal Financial Partners, Inc. | 0.26% | 219,312 | $5,774,473 | $5,811,768 | +$37,295 | +0.65% | |
| Summit Place Financial Advisors, Llc | 2.24% | 191,313 | $5,117,620 | $5,069,795 | -$47,826 | -0.93% | |
| Lpl Financial Llc | 0.00% | 152,665 | $4,019,664 | $4,045,623 | +$25,959 | +0.65% | |
| Encompass More Asset Management | 0.51% | 129,226 | $3,456,796 | $3,424,489 | -$32,307 | -0.93% | |
| Jane Street Group, Llc | 0.00% | 125,855 | $3,313,762 | $3,335,158 | +$21,396 | +0.65% | |
| J. Safra Sarasin Holding Ag | 0.05% | 119,357 | $3,142,670 | $3,162,961 | +$20,291 | +0.65% | |
| Cetera Investment Advisers | 0.00% | 114,123 | $3,004,862 | $3,024,260 | +$19,398 | +0.65% | |
| Maridea Wealth Management Llc | 0.38% | 100,114 | $2,635,998 | $2,653,021 | +$17,023 | +0.65% | |
| Osaic Holdings, Inc. | 0.00% | 99,639 | $2,623,313 | $2,640,434 | +$17,121 | +0.65% | |
| Susquehanna International Group, Llp | 0.00% | 92,765 | $2,442,502 | $2,458,273 | +$15,771 | +0.65% | |
| Legacy Wealth Partners, Llc | 0.51% | 85,677 | $2,291,860 | $2,270,441 | -$21,420 | -0.93% | |
| Atria Investments, Inc | 0.02% | 81,535 | $2,181,061 | $2,160,678 | -$20,384 | -0.93% | |
| Citadel Advisors Llc | 0.00% | 74,645 | $1,965,403 | $1,978,093 | +$12,690 | +0.65% | |
| Balefire, Llc | 0.28% | 63,220 | $1,691,135 | $1,675,330 | -$15,805 | -0.93% | |
| Fsa Investment Group, Llc | 0.54% | 62,589 | $1,674,256 | $1,658,609 | -$15,648 | -0.93% | |
| Cowa, Llc | 0.39% | 54,578 | $1,437,039 | $1,446,317 | +$9,278 | +0.65% | |
| Gateway Wealth Partners, Llc | 0.07% | 45,816 | $1,225,595 | $1,214,124 | -$11,471 | -0.94% | |
| Algorithmic Investment Models, Llc | 1.47% | 45,369 | $1,194,566 | $1,202,279 | +$7,713 | +0.65% | |
| Avestar Capital, Llc | 0.07% | 41,706 | $1,115,636 | $1,105,209 | -$10,427 | -0.93% | |
| Bank Of America Corp | 0.00% | 42,045 | $1,107,045 | $1,114,193 | +$7,148 | +0.65% | |
| Vestgen Investment Management | 0.57% | 40,138 | $1,073,692 | $1,063,657 | -$10,035 | -0.93% | |
| Ameritas Advisory Services, Llc | 0.04% | 40,205 | $1,058,598 | $1,065,433 | +$6,835 | +0.65% | |
| Vestgen Advisors, Llc | 0.03% | 40,040 | $1,037,837 | $1,061,060 | +$23,223 | +2.24% | |
| Goldman Sachs Group Inc | 0.00% | 37,125 | $977,501 | $983,813 | +$6,312 | +0.65% | |
| Sovereign Financial Group, Inc. | 0.15% | 36,459 | $975,278 | $966,164 | -$9,115 | -0.93% | |
| Moulton Wealth Management, Inc | 0.64% | 36,273 | $971,583 | $961,235 | -$10,349 | -1.07% | |
| Ubs Group Ag | 0.00% | 35,846 | $943,825 | $949,919 | +$6,094 | +0.65% | |
| Waystone Advisors Llc | 0.65% | 32,668 | $873,890 | $865,702 | -$8,188 | -0.94% | |
| Hilltop Holdings Inc. | 0.04% | 17,549 | $462,065 | $465,049 | +$2,984 | +0.65% | |
| Ascent Group, Llc | 0.01% | 16,319 | $436,533 | $432,454 | -$4,080 | -0.93% | |
| Bank Of Montreal | 0.00% | 14,921 | $392,870 | $395,407 | +$2,537 | +0.65% | |
| Wbi Investments, Llc | 0.10% | 13,740 | $361,761 | $364,110 | +$2,349 | +0.65% | |
| Reyes Financial Architecture, Inc. | 0.19% | 12,879 | $344,513 | $341,294 | -$3,220 | -0.93% | |
| Synergy Asset Management, Llc | 0.03% | 11,462 | $306,609 | $303,743 | -$2,866 | -0.93% | |
| Ignite Planners, Llc | 0.04% | 11,438 | $305,967 | $303,107 | -$2,860 | -0.93% | |
| Rockefeller Capital Management L.P. | 0.00% | 11,538 | $303,796 | $305,757 | +$1,961 | +0.65% | |
| Brookwood Investment Group Llc | 0.03% | 9,863 | $263,835 | $261,370 | -$2,466 | -0.93% | |
| Worth Asset Management, Llc | 0.07% | 8,736 | $233,688 | $231,504 | -$2,184 | -0.93% | |
| Ifp Advisors, Inc | 0.00% | 7,167 | $191,717 | $189,926 | -$1,792 | -0.93% | |
| Parallel Advisors, Llc | 0.00% | 4,615 | $121,513 | $122,298 | +$785 | +0.65% | |
| Nvwm, Llc | 0.02% | 4,365 | $116,764 | $115,673 | -$1,092 | -0.93% |
Frequently asked questions about USDU
Who owns the most USDU stock?
The largest holders of USDU are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WISDOMTREE BBG USD BULLISH (USDU).
Is USDU widely held by superinvestors?
Many widely followed stocks like USDU appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly USDU is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.