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Disclosery

USDU WISDOMTREE TR

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BLMBG US BULL (fund)

76 managers (76 13F filers) reported a position in USDU shares at 2026-06-30, 10,882,940 shares in all. 21 filers opened a position and 14 filers sold out during the quarter.

Managers
76
13F filers
76
New
21
Added
32
Reduced
17
Sold out
14
Shares held by filers
10,882,940

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ASSETMARK, INCin group ASSETMARK, INC3,101,590$83M0.14%-27,80513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC827,284$22.1M0.01%+627,16813F-HRTimelineGroup
GenWealth Group, Inc.781,534$20.9M3.26%+22,30213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY750,805$20.1M<0.01%+255,40813F-HRTimelineGroup
Ausdal Financial Partners, Inc.565,839$15.1M0.59%+346,52713F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC556,910$14.9M0.83%+26,17113F-HRTimeline
Advyzon Investment Management, LLC553,489$14.8M1.07%+333,37813F-HRTimeline
LPL Financial LLC353,695$9.46M<0.01%+201,03013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…326,163$8.72M0.18%+285,95813F-HRTimelineGroup
Beacon Capital Management, Inc.302,785$8.1M0.49%new13F-HRTimeline
Fortis Group Advisors, LLC297,428$7.96M1.27%new13F-HRTimeline
Summit Place Financial Advisors, LLC191,313$5.12M2.24%+6,61013F-HRTimeline
Wealth High Governance Asset Management…186,800$5M0.53%new13F-HRTimeline
Maridea Wealth Management LLC170,411$4.56M0.5%+70,29713F-HRTimeline
HighTower Advisors, LLC169,260$4.53M<0.01%-136,05513F-HRTimeline
Cetera Investment Advisers153,319$4.1M<0.01%+39,19613F-HRTimeline
Encompass More Asset Management129,226$3.46M0.51%-309,61113F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG119,357$3.14M0.05%013F-HRTimelineGroup
Capital Advisor Network LLC95,721$2.56M3.2%+95,45213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.94,812$2.54M<0.01%-4,82713F-HRTimelineGroup
Legacy Wealth Partners, LLC85,677$2.29M0.51%+14,59413F-HRTimeline
Atria Investments, Inc81,535$2.18M0.02%+54,76913F-HRTimeline
COWA, LLC77,741$2.08M0.52%+23,16313F-HRTimeline
Camarda Financial Advisors, LLC76,782$2.05M0.62%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC73,248$1.96M0.01%new13F-HRTimelineGroup
Balefire, LLC63,220$1.69M0.28%-99413F-HRTimeline
FSA Investment Group, LLC62,589$1.67M0.54%new13F-HRTimeline
THOR TRADING ADVISORS, LLC50,028$1.34M0.42%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.46,445$1.24M0.01%new13F-HRTimelineGroup
Gateway Wealth Partners, LLC45,816$1.23M0.07%+1,70613F-HRTimeline
Algorithmic Investment Models, LLC45,378$1.21M1.41%+913F-HRTimeline
Avestar Capital, LLC41,706$1.12M0.07%+3,05313F-HRTimeline
VestGen Advisors, LLC40,985$1.1M0.03%+94513F-HRTimeline
VestGen Investment Management40,138$1.07M0.57%+4,87713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/36,942$988K<0.01%-5,10313F-HRTimelineGroup
Sovereign Financial Group, Inc.36,459$975K0.15%+1,68813F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC36,273$972K0.64%+16,85213F-HRTimeline
WAYSTONE ADVISORS LLC32,668$874K0.65%+3,68913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,557$550K<0.01%-54,08813F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC16,319$437K0.01%+34413F-HRTimelineGroup
Cambridge Investment Research Advisors,…13,075$350K<0.01%new13F-HR/ATimeline
Reyes Financial Architecture, Inc.12,879$345K0.19%-291,84313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/12,833$334K<0.01%-2,08813F-HRTimelineGroup
Kingsview Wealth Management, LLC11,912$319K<0.01%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC11,462$307K0.03%new13F-HRTimelineGroup
Ignite Planners, LLC11,438$306K0.04%+9913F-HRTimeline
Brookwood Investment Group LLC9,863$264K0.03%-6,20713F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC9,637$258K0.06%-4,10313F-HRTimelineGroup
Worth Asset Management, LLC8,736$234K0.07%new13F-HRTimeline
Qube Research & Technologies Ltd7,734$207K<0.01%+7,52713F-HRTimeline
IFP Advisors, Inc7,167$192K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC5,376$144K<0.01%13F-HRTimeline
NVWM, LLC4,365$117K0.02%new13F-HRTimeline
Parallel Advisors, LLC4,305$115K<0.01%-31013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC2,746$73.5K0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,674$71.5K<0.01%+1,32013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC1,690$45.2K0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG1,206$32.3K<0.01%-34,64013F-HRTimelineGroup
Capital Investment Advisory Services, L…1,191$31.9K<0.01%+28113F-HRTimeline
AE Wealth Management LLC733$19.6K<0.01%+5313F-HRTimeline
HARBOUR INVESTMENTS, INC.652$17.4K<0.01%+7813F-HRTimeline
Cape Investment Advisory, Inc.590$15.8K<0.01%new13F-HRTimeline
Highland Investment Advisors LLC380$10.2K<0.01%13F-HRTimeline
PMV Capital Advisers, LLC287$7.68K0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.284$7.6K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC233$6.23K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO230$6.15K<0.01%-90513F-HRTimelineGroup
Rossby Financial, LCC224$5.99K<0.01%+513F-HRTimeline
Buck Wealth Strategies, LLC214$5.72K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN164$4.39K<0.01%+16413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…127$3.4K<0.01%new13F-HRTimelineGroup
Continuum Advisory, LLC113$3.02K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL85$2.27K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS51$1.36K<0.01%-5513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA25$1K<0.01%-1,16413F-HRTimelineGroup
Horizon Investments, LLC12$321<0.01%-9813F-HRTimeline