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 60 institutions that hold shares in the stock, with a total of 4 Million shares, which have been reported (via 13F filing form) to have a value of $105 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
589,940
shares
|
$15.5 Million
3.09% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
549,569
shares
|
$14.4 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
519,188
shares
|
$13.6 Million
3.6% of portfolio
|
Q2 2025
New holding
|
|
|
Osborne Partners Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
479,755
shares
|
$12.6 Million
0.66% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
226,288
shares
|
$5.94 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.97%
|
|
|
Summit Place Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
215,292
shares
|
$5.66 Million
3.02% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
189,396
shares
|
$4.98 Million
0.93% of portfolio
|
Q2 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
170,411
shares
|
$4.48 Million
0.01% of portfolio
|
Q2 2025
Added 232.02%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
139,184
shares
|
$3.66 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.58%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
115,043
shares
|
$3.02 Million
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
80,776
shares
|
$2.12 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
79,493
shares
|
$2.09 Million
1.49% of portfolio
|
Q3 2024
Reduced 11.58%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
77,753
shares
|
$2.04 Million
0.15% of portfolio
|
Q2 2025
Reduced 57.61%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
73,608
shares
|
$1.93 Million
0.14% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
65,058
shares
|
$1.71 Million
0.12% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
61,716
shares
|
$1.62 Million
0.41% of portfolio
|
Q2 2025
Reduced 62.54%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
55,547
shares
|
$1.46 Million
0.33% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
32,853
shares
|
$863,048
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
28,409
shares
|
$746,304
0.0% of portfolio
|
Q2 2025
Reduced 88.51%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
26,769
shares
|
$703,221
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
25,764
shares
|
$676,820
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
25,185
shares
|
$661,609
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
24,369
shares
|
$640,173
0.0% of portfolio
|
Q2 2025
Reduced 42.56%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
17,811
shares
|
$467,894
0.0% of portfolio
|
Q2 2025
Reduced 81.66%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Jul 15, 2025 Q2 2025 |
17,747
shares
|
$466,213
0.18% of portfolio
|
Q2 2025
New holding
|