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Disclosery

USDU WISDOMTREE TR

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BLMBG US BULL (fund)

72 managers (72 13F filers) reported a position in USDU shares at 2024-12-31, 6,054,863 shares in all. 28 filers opened a position and 10 filers sold out during the quarter.

Managers
72
13F filers
72
New
28
Added
18
Reduced
12
Sold out
10
Shares held by filers
6,054,863

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
3EDGE Asset Management, LP1,681,124$46.5M2.87%new13F-HRTimeline
GenWealth Group, Inc.559,129$15.5M3.52%+18,50213F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC462,025$12.8M0.74%+3,95613F-HRTimeline
LPL Financial LLC434,354$12M<0.01%+138,18413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC283,287$7.84M<0.01%-18,73213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/250,397$6.93M<0.01%-4,34613F-HRTimelineGroup
HighTower Advisors, LLC223,911$6.19M0.01%+173,02813F-HRTimeline
Summit Place Financial Advisors, LLC195,872$5.42M3.08%-2,06913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp160,763$4.45M<0.01%+146,19813F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC158,787$4.39M0.05%new13F-HRTimeline
Empowered Funds, LLC133,382$3.69M0.05%new13F-HRTimeline
Maridea Wealth Management LLC102,169$2.83M0.91%13F-HRTimeline
Cambridge Investment Research Advisors,…98,292$2.72M0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…90,449$2.5M0.09%+7,85813F-HRTimelineGroup
FLOW TRADERS U.S. LLC81,204$2.25M0.09%+42,72813F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG81,130$2.24M0.04%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO80,523$2.23M<0.01%+72913F-HRTimelineGroup
Avestar Capital, LLC76,568$2.12M0.19%-2,69913F-HRTimeline
Reyes Financial Architecture, Inc.75,778$2.1M1.65%13F-HRTimeline
NewSquare Capital LLC74,822$2.07M0.17%+1,65613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC72,927$2.02M0.01%+71,32913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC72,143$2M<0.01%-581,41713F-HRTimelineGroup
Whalen Wealth Management Inc.63,948$1.77M1.23%new13F-HRTimeline
TAP Consulting, LLC55,547$1.54M0.31%+2,37413F-HRTimeline
Alliance Wealth Advisors, LLC /UT44,822$1.24M0.32%new13F-HRTimeline
Algorithmic Investment Models, LLC44,263$1.22M0.94%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC40,690$1.13M0.02%new13F-HRTimelineGroup
Cetera Investment Advisers32,959$912K<0.01%-183,10613F-HRTimeline
Worth Asset Management, LLC32,718$905K0.48%new13F-HRTimeline
Portside Wealth Group, LLC30,826$853K0.14%new13F-HR/ATimeline
CERTIOR FINANCIAL GROUP, LLC30,333$839K0.74%13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC25,324$700K<0.01%new13F-HRTimelineGroup
Arete Wealth Advisors, LLC21,062$584K0.04%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,322$424K<0.01%+5,06513F-HR/ATimelineGroup
HBW ADVISORY SERVICES LLC14,824$410K0.04%new13F-HRTimeline
Defined Financial Planning LLC14,444$400K0.43%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/14,270$395K<0.01%-106,48013F-HRTimelineGroup
Prosperity Consulting Group, LLC13,542$375K0.03%new13F-HRTimeline
NAPA WEALTH MANAGEMENT13,218$366K0.16%-20,49913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC13,002$360K0.01%new13F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC11,700$324K0.25%-13,76713F-HRTimeline
PFG Advisors10,877$301K0.02%+71813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,938$275K<0.01%+7,61713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,086$251K<0.01%new13F-HR/ATimeline
INTERACTIVE FINANCIAL ADVISORS, INC.8,769$243K0.13%+3213F-HRTimeline
NORDEN GROUP LLC7,714$213K0.02%new13F-HRTimeline
PMV Capital Advisers, LLC6,773$187K0.5%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,553$181K<0.01%+1,64913F-HR/ATimelineGroup
Matrix Trust Co3,287$91K0.02%new13F-HRTimeline
Continuum Advisory, LLC2,109$58.3K0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,596$44K<0.01%-99413F-HRTimelineGroup
Financial Network Wealth Advisors LLC1,504$41.6K0.08%new13F-HRTimeline
UBS Group AGin group UBS Group AG1,306$36.1K<0.01%-7,21613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…989$27.4K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC399$11K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL391$10.8K<0.01%013F-HRTimeline
Runnymede Capital Advisors, Inc.342$9.46K0.01%13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS326$9.02K<0.01%+32413F-HRTimelineGroup
Steward Partners Investment Advisory, L…243$6.72K<0.01%new13F-HRTimeline
Investors Research Corp170$4.7K<0.01%013F-HRTimeline
MATHER GROUP, LLC.168$4.65K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC142$3.93K<0.01%+413F-HRTimeline
Bullock Wealth Management Group101$2.79K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC81$2.15K<0.01%new13F-HRTimelineGroup
COMERICA BANK50$1.38K<0.01%013F-HR/ATimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…40$1.1K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates30$830<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC22$609<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC3$92<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2$55<0.01%-813F-HRTimelineGroup
FMR LLCin group FMR LLC1$28<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$18<0.01%new13F-HRTimelineGroup