USDU institutional holders

WisdomTree Bloomberg U.S. Dollar Bullish Fund · 78 reporting institutions · $291.1M reported value

Funds that can replace USDU · USDU return decomposition

Institutional holdings

Institutions reporting USDU, largest first
InstitutionReported positionAdvisors at firmReport period
Assetmark, Inc$83M2202026-06-30
Envestnet Pmc$22.1M602026-06-30
Genwealth Group, Inc.$20.9M52026-06-30
Morgan Stanley$20.1M23,1852026-06-30
Ausdal Financial Partners, Inc.$15.1M1892026-06-30
Osborne Partners Capital Management, LLC$14.9M112026-06-30
Advyzon Investment Management, LLC$14.8M22026-06-30
Lpl Financial LLC$9.5M23,4582026-06-30
Ameritas Advisory Services, LLC$8.7M5502026-06-30
Beacon Capital Management, Inc.$8.1M262026-06-30
Fortis Group Advisors, LLC$8M252026-06-30
Summit Place Financial Advisors, LLC$5.1M32026-06-30
Wealth High Governance Asset Management Ltda.$5M02026-06-30
Maridea Wealth Management$4.6M382026-06-30
Hightower Advisors, LLC$4.5M1,0462026-06-30
Cetera Investment Advisers$4.1M10,3702026-06-30
Encompass More Asset Management$3.5M862026-06-30
J. Safra Sarasin Holding AG$3.1M02026-06-30
Capital Advisor Network LLC$2.6M82026-06-30
Osaic Holdings, Inc.$2.5M02026-06-30
Legacy Wealth Partners, LLC$2.3M92026-06-30
Atria Investments, Inc$2.2M62026-06-30
Cowa, LLC$2.1M52026-06-30
Camarda Financial Advisors, LLC$2.1M112026-06-30
Vident Advisory, LLC$2M62026-06-30
Balefire, LLC$1.7M372026-06-30
Fsa Investment Group, LLC$1.7M132026-06-30
Thor Financial Technologies$1.3M22026-06-30
Equitable Holdings, Inc.$1.2M02026-06-30
Gateway Wealth Partners, LLC$1.2M1012026-06-30
Algorithmic Investment Models, LLC$1.2M72026-06-30
Avestar Capital, LLC$1.1M132026-06-30
Vestgen Advisors, LLC$1.1M582026-06-30
Vestgen Investment Management$1.1M22026-06-30
Bank of America Corp /de$988.2K02026-06-30
Sovereign Financial Group, Inc.$975.3K232026-06-30
Moulton Wealth Management, Inc$971.6K32026-06-30
Waystone Advisors LLC$873.9K42026-06-30
Citadel Advisors LLC$549.9K02026-06-30
The Ascent Group, LLC$436.5K202026-06-30
Millington Securities, LLC$361.8K02026-03-31
Reyes Financial Architecture, Inc.$344.5K52026-06-30
Bank of Montreal /can$333.7K02026-06-30
Kingsview Wealth Management, LLC$318.6K1152026-06-30
Synergy Asset Management, LLC$306.6K102026-06-30
Ignite Planners LLC$306K242026-06-30
Brookwood Investment Group LLC$263.8K692026-06-30
Wbi Investments, LLC$257.8K32026-06-30
Worth Asset Management$233.7K102026-06-30
Qube Research & Technologies Ltd$206.9K02026-06-30
Ifp Advisors, Inc$191.7K3182026-06-30
Global Retirement Partners LLC$143.8K4912026-06-30
Nvwm, LLC$116.8K92026-06-30
Parallel Advisors, LLC$115.2K752026-06-30
Fwl Investment Management, LLC$73.5K22026-06-30
Fifth Third Bancorp$71.5K02026-06-30
Tucker Asset Management LLC$45.2K602026-06-30
UBS Group AG$32.3K02026-06-30
Capital Investment Advisory Services, LLC$31.9K1032026-06-30
CIBC Private Wealth Group LLC$24.7K02025-12-31
Ae Wealth Management LLC$19.6K4712026-06-30
Harbour Investments, Inc.$17.4K2472026-06-30
Cape Investment Advisory, Inc.$15.8K352026-06-30
Highland Investment Advisors LLC$10.2K102026-06-30
Pmv Capital Advisers, LLC$7.7K32026-06-30
Johnson Financial Group, Inc.$7.6K02026-06-30
Smartleaf Asset Management LLC$6.2K92026-06-30
Jpmorgan Chase & Co$6.2K02026-06-30
Rossby Financial, Lcc$6K312026-06-30
Buck Wealth Strategies, LLC$5.7K502026-06-30
Wells Fargo & Company/mn$4.4K02026-06-30
PNC Financial Services Group, Inc.$3.4K02026-06-30
Continuum Advisory, LLC$3K402026-06-30
Comerica Bank$2.6K02025-12-31
Blair William & Co/il$2.3K3292026-06-30
Bnp Paribas Financial Markets$1.4K02026-06-30
Royal Bank of Canada$1K02026-06-30
Horizon Investments, LLC$321272026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30