Who owns WisdomTree Bloomberg U.S. Dollar Bullish Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of USDU from SEC Form 13F filings across 76 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 76 institutions disclosed 10.9M shares of WisdomTree Bloomberg U.S. Dollar Bullish Fund worth $291.1M — about 63.3% of shares outstanding; the largest disclosed holder is ASSETMARK, INC. Source: SEC Form 13F filings, parsed by EvidInvest.
76
13F holders
$291.1M
value, 2026 filers
63.3%
of shares outstanding (10.9M sh)
23
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of USDU's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ASSETMARK, INC | 3.1M | $83.0M | 0.1% | 18% | -0.9% |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 827,284 | $22.1M | 0.0% | 4.8% | +313.4% |
| 3 | GenWealth Group, Inc. | 781,534 | $20.9M | 3.3% | 4.5% | +2.9% |
| 4 | MORGAN STANLEY | 750,805 | $20.1M | 0.0% | 4.4% | +51.6% |
| 5 | Ausdal Financial Partners, Inc. | 565,839 | $15.1M | 0.6% | 3.3% | +158.0% |
| 6 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 556,910 | $14.9M | 0.8% | 3.2% | +4.9% |
| 7 | Advyzon Investment Management, LLC | 553,489 | $14.8M | 1.1% | 3.2% | +151.5% |
| 8 | LPL Financial LLC | 353,695 | $9.5M | 0.0% | 2.1% | +131.7% |
| 9 | Ameritas Advisory Services, LLC | 326,163 | $8.7M | 0.2% | 1.9% | +711.2% |
| 10 | Beacon Capital Management, Inc.NEW | 302,785 | $8.1M | 0.5% | 1.8% | new |
| 11 | Fortis Group Advisors, LLCNEW | 297,428 | $8.0M | 1.3% | 1.7% | new |
| 12 | Summit Place Financial Advisors, LLC | 191,313 | $5.1M | 2.2% | 1.1% | +3.6% |
| 13 | Wealth High Governance Asset Management Ltda.NEW | 186,800 | $5.0M | 0.5% | 1.1% | new |
| 14 | Maridea Wealth Management LLC | 170,411 | $4.6M | 0.5% | 1% | +70.2% |
| 15 | HighTower Advisors, LLC | 169,260 | $4.5M | 0.0% | 1% | -44.6% |
| 16 | Cetera Investment Advisers | 153,319 | $4.1M | 0.0% | 0.9% | +34.3% |
| 17 | Encompass More Asset Management | 129,226 | $3.5M | 0.5% | 0.8% | -70.6% |
| 18 | J. Safra Sarasin Holding AG | 119,357 | $3.1M | 0.0% | 0.7% | 0.0% |
| 19 | Capital Advisor Network LLC | 95,721 | $2.6M | 3.2% | 0.6% | +35484.0% |
| 20 | OSAIC HOLDINGS, INC. | 94,812 | $2.5M | 0.0% | 0.6% | -4.8% |
| 21 | Legacy Wealth Partners, LLC | 85,677 | $2.3M | 0.5% | 0.5% | +20.5% |
| 22 | Atria Investments, Inc | 81,535 | $2.2M | 0.0% | 0.5% | +204.6% |
| 23 | COWA, LLC | 77,741 | $2.1M | 0.5% | 0.5% | +42.4% |
| 24 | Camarda Financial Advisors, LLCNEW | 76,782 | $2.1M | 0.6% | 0.4% | new |
| 25 | Vident Advisory, LLCNEW | 73,248 | $2.0M | 0.0% | 0.4% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.