Institutional Ownership Wisdomtree Bloomberg U.S. Doll (USDU)
This table provides information about the institutional ownership of Wisdomtree Bloomberg U.S. Doll (USDU). We have compiled data on the 49 institutions that hold shares in the stock, with a total of 3.4 Million shares, which have been reported (via 13F filing form) to have a value of $91.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gen Wealth Group, Inc.
|
Nov 14, 2025 Q3 2025 |
638,295
shares
|
$17.1 Million
3.16% of portfolio
|
Q3 2025
Added 8.2%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
512,305
shares
|
$13.8 Million
0.69% of portfolio
|
Q3 2025
Added 6.78%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
323,715
shares
|
$8.69 Million
0.56% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
205,592
shares
|
$5.52 Million
2.76% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
165,710
shares
|
$4.45 Million
0.85% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
161,872
shares
|
$4.35 Million
0.0% of portfolio
|
Q3 2025
Added 808.83%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
136,304
shares
|
$3.66 Million
0.63% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
133,060
shares
|
$3.57 Million
0.0% of portfolio
|
Q3 2025
Reduced 41.2%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
129,745
shares
|
$3.48 Million
0.19% of portfolio
|
Q3 2025
Added 66.87%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
125,943
shares
|
$3.38 Million
0.52% of portfolio
|
Q3 2025
Added 104.07%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 03, 2025 Q3 2025 |
125,706
shares
|
$3.38 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
124,664
shares
|
$3.35 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.43%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
110,651
shares
|
$2.97 Million
0.0% of portfolio
|
Q3 2025
Reduced 35.07%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
99,109
shares
|
$2.66 Million
0.45% of portfolio
|
Q3 2025
Reduced 13.85%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
79,493
shares
|
$2.14 Million
1.49% of portfolio
|
Q3 2024
Reduced 11.58%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
59,968
shares
|
$1.61 Million
0.11% of portfolio
|
Q3 2025
Reduced 7.82%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
55,547
shares
|
$1.49 Million
0.33% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
36,212
shares
|
$972,654
0.0% of portfolio
|
Q3 2025
Added 35.28%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
35,434
shares
|
$951,757
0.0% of portfolio
|
Q3 2025
Added 45.41%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
31,428
shares
|
$844,156
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
22,932
shares
|
$615,953
0.0% of portfolio
|
Q3 2025
Reduced 19.28%
|
|
|
Wbi Investments, Inc.
|
Nov 20, 2025 Q3 2025 |
22,854
shares
|
$613,858
0.17% of portfolio
|
Q3 2025
Added 87.51%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
21,040
shares
|
$565,134
0.12% of portfolio
|
Q3 2025
Reduced 18.34%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
13,085
shares
|
$351,463
0.0% of portfolio
|
Q3 2025
Added 12.42%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
11,323
shares
|
$304,135
0.1% of portfolio
|
Q3 2025
New holding
|
|