WISDOMTREE BBG USD BULLISH (USDU) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $240.01M 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 $82.40M in its March 31, 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 $82.96M, representing an estimated gain of +0.68% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed USDU value among the investors covered in this analysis. Major shareholders include Assetmark, Inc, Genwealth Group, Inc., Osborne Partners Capital Management, Llc, 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
68
Total Reported Value
$240.01M
Largest Holder
Assetmark, Inc
Largest Position
$82.40M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
80
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Assetmark, Inc | 0.17% | 3,129,395 | $82,396,970 | $82,960,261 | +$563,291 | +0.68% | |
| Genwealth Group, Inc. | 3.42% | 759,232 | $19,990,579 | $20,127,240 | +$136,661 | +0.68% | |
| Osborne Partners Capital Management, Llc | 0.74% | 530,739 | $13,974,362 | $14,069,891 | +$95,529 | +0.68% | |
| Empowered Funds, Llc | 0.09% | 512,482 | $13,493,651 | $13,585,898 | +$92,247 | +0.68% | |
| Morgan Stanley | 0.00% | 495,397 | $13,043,808 | $13,132,974 | +$89,166 | +0.68% | |
| Encompass More Asset Management | 1.95% | 438,837 | $11,554,578 | $11,633,569 | +$78,991 | +0.68% | |
| Hightower Advisors, Llc | 0.01% | 305,315 | $8,038,934 | $8,093,901 | +$54,967 | +0.68% | |
| Reyes Financial Architecture, Inc. | 6.56% | 304,722 | $8,023,330 | $8,078,180 | +$54,850 | +0.68% | |
| Advyzon Investment Management, Llc | 0.52% | 220,111 | $5,795,510 | $5,835,143 | +$39,633 | +0.68% | |
| Ausdal Financial Partners, Inc. | 0.26% | 219,312 | $5,774,473 | $5,813,961 | +$39,488 | +0.68% | |
| Envestnet Asset Management Inc | 0.00% | 200,116 | $5,269,063 | $5,305,075 | +$36,012 | +0.68% | |
| Summit Place Financial Advisors, Llc | 2.34% | 184,703 | $4,863,228 | $4,896,477 | +$33,249 | +0.68% | |
| Lpl Financial Llc | 0.00% | 152,665 | $4,019,664 | $4,047,149 | +$27,485 | +0.68% | |
| Jane Street Group, Llc | 0.00% | 125,855 | $3,313,762 | $3,336,416 | +$22,654 | +0.68% | |
| J. Safra Sarasin Holding Ag | 0.05% | 119,357 | $3,142,670 | $3,164,154 | +$21,484 | +0.68% | |
| Cetera Investment Advisers | 0.00% | 114,123 | $3,004,862 | $3,025,401 | +$20,539 | +0.68% | |
| Maridea Wealth Management Llc | 0.38% | 100,114 | $2,635,998 | $2,654,022 | +$18,024 | +0.68% | |
| Osaic Holdings, Inc. | 0.00% | 99,639 | $2,623,313 | $2,641,430 | +$18,117 | +0.69% | |
| Susquehanna International Group, Llp | 0.00% | 92,765 | $2,442,502 | $2,459,200 | +$16,698 | +0.68% | |
| Citadel Advisors Llc | 0.00% | 74,645 | $1,965,403 | $1,978,839 | +$13,436 | +0.68% | |
| Legacy Wealth Partners, Llc | 0.47% | 71,083 | $1,871,615 | $1,884,410 | +$12,795 | +0.68% | |
| Balefire, Llc | 0.32% | 64,214 | $1,690,755 | $1,702,313 | +$11,558 | +0.68% | |
| Cowa, Llc | 0.39% | 54,578 | $1,437,039 | $1,446,863 | +$9,824 | +0.68% | |
| Farther Finance Advisors, Llc | 0.01% | 51,650 | $1,357,362 | $1,369,242 | +$11,880 | +0.88% | |
| Independent Financial Group, Llc | 0.02% | 44,992 | $1,339,862 | $1,192,738 | -$147,124 | -10.98% | |
| Algorithmic Investment Models, Llc | 1.47% | 45,369 | $1,194,566 | $1,202,732 | +$8,166 | +0.68% | |
| Gateway Wealth Partners, Llc | 0.05% | 44,110 | $1,161,414 | $1,169,356 | +$7,942 | +0.68% | |
| Bank Of America Corp | 0.00% | 42,045 | $1,107,045 | $1,114,613 | +$7,568 | +0.68% | |
| Ameritas Advisory Services, Llc | 0.04% | 40,205 | $1,058,598 | $1,065,835 | +$7,237 | +0.68% | |
| Vestgen Advisors, Llc | 0.03% | 40,040 | $1,037,837 | $1,061,460 | +$23,623 | +2.28% | |
| Avestar Capital, Llc | 0.07% | 38,653 | $1,017,733 | $1,024,691 | +$6,958 | +0.68% | |
| Geowealth Management, Llc | 0.04% | 38,149 | $1,004,463 | $1,011,330 | +$6,867 | +0.68% | |
| Goldman Sachs Group Inc | 0.00% | 37,125 | $977,501 | $984,184 | +$6,683 | +0.68% | |
| Ubs Group Ag | 0.00% | 35,846 | $943,825 | $950,277 | +$6,452 | +0.68% | |
| Vestgen Investment Management | 0.51% | 35,261 | $928,422 | $934,769 | +$6,347 | +0.68% | |
| Sovereign Financial Group, Inc. | 0.16% | 34,771 | $915,520 | $921,779 | +$6,259 | +0.68% | |
| Waystone Advisors Llc | 0.68% | 28,979 | $763,020 | $768,233 | +$5,213 | +0.68% | |
| Atria Investments, Inc | 0.01% | 26,766 | $704,749 | $709,567 | +$4,818 | +0.68% | |
| Moulton Wealth Management, Inc | 0.35% | 19,421 | $510,977 | $514,851 | +$3,874 | +0.76% | |
| Hilltop Holdings Inc. | 0.04% | 17,549 | $462,065 | $465,224 | +$3,159 | +0.68% | |
| Brookwood Investment Group Llc | 0.05% | 16,070 | $423,123 | $426,016 | +$2,893 | +0.68% | |
| Ascent Group, Llc | 0.01% | 15,975 | $420,622 | $423,497 | +$2,875 | +0.68% | |
| Bank Of Montreal | 0.00% | 14,921 | $392,870 | $395,556 | +$2,686 | +0.68% | |
| Wbi Investments, Llc | 0.10% | 13,740 | $361,761 | $364,247 | +$2,486 | +0.69% | |
| Rockefeller Capital Management L.P. | 0.00% | 11,538 | $303,796 | $305,872 | +$2,076 | +0.68% | |
| Ignite Planners, Llc | 0.05% | 11,339 | $298,555 | $300,597 | +$2,042 | +0.68% | |
| Pfg Investments, Llc | 0.01% | 8,629 | $227,213 | $228,755 | +$1,542 | +0.68% | |
| Merit Financial Group, Llc | 0.00% | 8,005 | $210,772 | $212,213 | +$1,441 | +0.68% | |
| Kaizen Financial Strategies | 0.09% | 8,000 | $207,120 | $212,080 | +$4,960 | +2.39% | |
| Parallel Advisors, Llc | 0.00% | 4,615 | $121,513 | $122,344 | +$831 | +0.68% |
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.