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 |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
17,260
shares
|
$453,420
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
16,278
shares
|
$427,623
0.23% of portfolio
|
Q2 2025
Reduced 45.92%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
12,675
shares
|
$332,972
0.0% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
12,188
shares
|
$320,178
0.09% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
11,639
shares
|
$305,756
0.0% of portfolio
|
Q2 2025
Reduced 96.76%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Jul 22, 2025 Q2 2025 |
9,381
shares
|
$246,438
0.22% of portfolio
|
Q2 2025
Reduced 38.15%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
8,654
shares
|
$227,340
0.11% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
8,326
shares
|
$218,724
0.0% of portfolio
|
Q2 2025
Reduced 25.39%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
5,180
shares
|
$136,078
0.12% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
4,648
shares
|
$122,102
0.0% of portfolio
|
Q2 2025
Added 244.55%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,802
shares
|
$73,608
0.0% of portfolio
|
Q1 2025
Reduced 96.52%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
2,672
shares
|
$70,193
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
975
shares
|
$25,613
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
680
shares
|
$17,863
0.0% of portfolio
|
Q2 2025
Added 70.43%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
668
shares
|
$17,548
0.04% of portfolio
|
Q2 2025
Reduced 98.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
547
shares
|
$14,369
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
500
shares
|
$13,135
0.0% of portfolio
|
Q1 2025
Reduced 96.5%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
490
shares
|
$12,872
0.0% of portfolio
|
Q2 2025
Reduced 99.46%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
404
shares
|
$10,613
0.0% of portfolio
|
Q2 2025
Reduced 95.08%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
170
shares
|
$4,465
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
85
shares
|
$2,232
0.0% of portfolio
|
Q2 2025
Reduced 78.26%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
67
shares
|
$1,760
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
50
shares
|
$1,313
0.0% of portfolio
|
Q1 2024
Reduced 56.52%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
42
shares
|
$1,103
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
30
shares
|
$788
0.0% of portfolio
|
Q1 2024
Reduced 61.54%
|