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Disclosery

USDU WISDOMTREE TR

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BLMBG US BULL (fund)

59 managers (59 13F filers) reported a position in USDU shares at 2025-03-31, 4,254,167 shares in all. 14 filers opened a position and 25 filers sold out during the quarter.

Managers
59
13F filers
59
New
14
Added
14
Reduced
20
Sold out
25
Shares held by filers
4,254,167

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
GenWealth Group, Inc.582,583$15.9M3.5%+23,45413F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC473,450$12.9M0.74%+11,42513F-HRTimeline
LPL Financial LLC358,813$9.78M<0.01%-75,54113F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC342,381$9.33M0.14%+301,69113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC247,270$6.74M<0.01%-36,01713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/245,884$6.7M<0.01%-4,51313F-HRTimelineGroup
Summit Place Financial Advisors, LLC211,722$5.77M3.26%+15,85013F-HRTimeline
Empowered Funds, LLC201,419$5.49M0.08%+68,03713F-HRTimeline
Ausdal Financial Partners, Inc.183,410$5M0.38%new13F-HRTimeline
Accurate Wealth Management, LLC179,419$4.74M0.9%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC173,063$4.72M0.01%+100,92013F-HR/ATimelineGroup
Maridea Wealth Management LLC164,749$4.49M1.47%+62,58013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY97,128$2.65M<0.01%+90,57513F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…90,449$2.5M0.1%013F-HRTimelineGroup
Good Life Advisors, LLC72,777$1.98M0.14%new13F-HRTimeline
NewSquare Capital LLC72,086$1.97M0.16%-2,73613F-HRTimeline
Avestar Capital, LLC64,852$1.77M0.17%-11,71613F-HRTimeline
Summit Financial, LLC59,015$1.61M0.05%new13F-HRTimeline
HighTower Advisors, LLC51,326$1.4M<0.01%-172,58513F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC50,720$1.38M1.05%+39,02013F-HRTimeline
Farther Finance Advisors, LLC49,577$1.35M0.03%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC42,426$1.16M<0.01%+32,48813F-HRTimelineGroup
PMV Capital Advisers, LLC34,933$952K2.31%+28,16013F-HRTimeline
Trek Financial, LLC32,107$875K0.06%new13F-HRTimeline
Worth Asset Management, LLC30,101$821K0.45%-2,61713F-HRTimeline
NAPA WEALTH MANAGEMENT18,714$510K0.29%+5,49613F-HRTimeline
Wallace Advisory Group, LLC17,615$487K0.34%new13F-HRTimeline
Defined Financial Planning LLC15,167$412K0.42%+72313F-HRTimeline
Cambridge Investment Research Advisors,…13,097$357K<0.01%-85,19513F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC11,963$326K0.09%new13F-HRTimelineGroup
Global View Capital Management LLC11,292$308K0.11%new13F-HRTimeline
PFG Advisors10,421$284K0.02%-45613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,686$237K<0.01%-6,63613F-HRTimelineGroup
INTERACTIVE FINANCIAL ADVISORS, INC.8,676$237K0.12%-9313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC8,207$224K<0.01%-64,72013F-HRTimelineGroup
NVWM, LLC5,674$155K0.04%new13F-HRTimeline
Reyes Financial Architecture, Inc.4,944$135K0.1%-70,83413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,802$76.4K<0.01%-77,72113F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,349$36.8K<0.01%+4313F-HRTimelineGroup
Kiker Wealth Management, LLC600$16.4K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.547$14.9K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/500$13.6K<0.01%-13,77013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA416$12K<0.01%-1,18013F-HR/ATimelineGroup
AE Wealth Management LLC399$10.9K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL391$10.7K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…328$8.94K<0.01%new13F-HRTimeline
Investors Research Corp170$4.63K<0.01%013F-HRTimeline
Runnymede Capital Advisors, Inc.137$3.73K<0.01%-20513F-HRTimeline
Bullock Wealth Management Group101$2.74K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS92$2.51K<0.01%-23413F-HRTimelineGroup
Smartleaf Asset Management LLC67$1.82K<0.01%new13F-HRTimeline
COMERICA BANK50$1.36K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…44$1.2K<0.01%-19913F-HRTimeline
Global Wealth Strategies & Associates30$818<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC22$600<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC3$91<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2$53<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$19<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-4013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.