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 63 institutions that hold shares in the stock, with a total of 3.92 Million shares, which have been reported (via 13F filing form) to have a value of $101 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
|
$15.2 Million
3.09% of portfolio
|
Q2 2025
Added 1.26%
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
473,450
shares
|
$12.2 Million
0.75% of portfolio
|
Q1 2025
Added 2.47%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
358,813
shares
|
$9.25 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.39%
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
342,381
shares
|
$8.83 Million
0.14% of portfolio
|
Q1 2025
Added 741.44%
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
247,270
shares
|
$6.38 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.71%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
245,884
shares
|
$6.34 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
Summit Place Financial Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
211,722
shares
|
$5.46 Million
3.49% of portfolio
|
Q1 2025
Added 8.09%
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
201,419
shares
|
$5.19 Million
0.08% of portfolio
|
Q1 2025
Added 51.01%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
183,410
shares
|
$4.73 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
173,063
shares
|
$4.46 Million
0.0% of portfolio
|
Q1 2025
Added 139.89%
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
97,128
shares
|
$2.5 Million
0.0% of portfolio
|
Q1 2025
Added 1382.19%
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
79,493
shares
|
$2.05 Million
1.49% of portfolio
|
Q3 2024
Reduced 11.58%
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
72,777
shares
|
$1.88 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
72,086
shares
|
$1.86 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
64,852
shares
|
$1.67 Million
0.16% of portfolio
|
Q1 2025
Reduced 15.3%
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
61,716
shares
|
$1.59 Million
0.41% of portfolio
|
Q2 2025
Reduced 62.54%
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
59,015
shares
|
$1.52 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
55,547
shares
|
$1.43 Million
0.33% of portfolio
|
Q4 2024
Added 4.46%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
51,326
shares
|
$1.32 Million
0.0% of portfolio
|
Q1 2025
Reduced 77.08%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
42,426
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Added 326.91%
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
32,107
shares
|
$828,039
0.07% of portfolio
|
Q1 2025
New holding
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
25,185
shares
|
$649,521
0.28% of portfolio
|
Q2 2025
New holding
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
18,714
shares
|
$482,634
0.29% of portfolio
|
Q1 2025
Added 41.58%
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Jul 15, 2025 Q2 2025 |
17,747
shares
|
$457,695
0.18% of portfolio
|
Q2 2025
New holding
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
17,615
shares
|
$454,290
0.34% of portfolio
|
Q1 2025
New holding
|