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Disclosery

USDU WISDOMTREE TR

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BLMBG US BULL (fund)

55 managers (55 13F filers) reported a position in USDU shares at 2025-06-30, 3,879,297 shares in all. 15 filers opened a position and 19 filers sold out during the quarter.

Managers
55
13F filers
55
New
15
Added
11
Reduced
19
Sold out
19
Shares held by filers
3,879,297

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
GenWealth Group, Inc.589,940$15.2M3.07%+7,35713F-HRTimeline
Aptus Capital Advisors, LLC549,569$14.2M0.14%new13F-HRTimeline
McElhenny Sheffield Capital Management,…519,188$13.4M3.57%new13F-HR/ATimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC479,755$12.4M0.66%+6,30513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/226,288$5.83M<0.01%-19,59613F-HRTimelineGroup
Summit Place Financial Advisors, LLC215,292$5.55M2.79%+3,57013F-HRTimeline
Virtue Capital Management, LLC189,396$4.88M0.9%new13F-HRTimeline
HighTower Advisors, LLC170,411$4.39M0.01%+119,08513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC139,184$3.59M0.01%-33,87913F-HRTimelineGroup
Advyzon Investment Management, LLC115,043$2.96M0.66%new13F-HRTimeline
FLOW TRADERS U.S. LLC80,776$2.08M0.08%new13F-HRTimeline
Ausdal Financial Partners, Inc.77,753$2M0.13%-105,65713F-HRTimeline
NewSquare Capital LLC73,608$1.9M0.14%+1,52213F-HRTimeline
Avestar Capital, LLC65,058$1.68M0.12%+20613F-HRTimeline
Maridea Wealth Management LLC61,716$1.59M0.41%-103,03313F-HRTimeline
WorthPointe, LLC32,853$847K0.36%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC28,409$732K<0.01%-218,86113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…26,769$690K<0.01%new13F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC25,764$664K0.15%new13F-HRTimeline
Raleigh Capital Management Inc.25,185$649K0.27%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,369$628K<0.01%-18,05713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY17,811$459K<0.01%-79,31713F-HRTimelineGroup
HERITAGE OAK WEALTH ADVISORS LLC17,747$457K0.18%new13F-HRTimeline
Belpointe Asset Management LLC17,260$445K0.02%new13F-HRTimeline
Worth Asset Management, LLC16,278$419K0.21%-13,82313F-HRTimeline
J HAGAN CAPITAL, INC.12,920$338K0.23%new13F-HRTimeline
Cambridge Investment Research Advisors,…12,675$327K<0.01%-42213F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC12,188$314K0.08%+22513F-HRTimelineGroup
LPL Financial LLC11,639$300K<0.01%-347,17413F-HRTimeline
Defined Financial Planning LLC9,381$246K0.22%-5,78613F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.8,654$223K0.11%-2213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,326$215K<0.01%-36013F-HR/ATimelineGroup
Reyes Financial Architecture, Inc.5,180$133K0.12%+23613F-HRTimeline
UBS Group AGin group UBS Group AG4,648$120K<0.01%+3,29913F-HRTimelineGroup
SIMPLEX TRADING, LLC2,672$68K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,425$36.7K<0.01%-1,37713F-HRTimelineGroup
AE Wealth Management LLC680$17.5K<0.01%+28113F-HRTimeline
PMV Capital Advisers, LLC668$17.2K0.04%-34,26513F-HRTimeline
HARBOUR INVESTMENTS, INC.547$14.1K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/500$12.9K<0.01%013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…490$12.6K<0.01%-89,95913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC404$10.4K<0.01%-7,80313F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.376$9.69K<0.01%new13F-HRTimelineGroup
Investors Research Corp170$4.38K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL85$2.19K<0.01%-30613F-HRTimeline
Smartleaf Asset Management LLC67$1.73K<0.01%013F-HRTimeline
COMERICA BANK50$1.29K<0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC42$1.08K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA25$1K<0.01%-39113F-HR/ATimelineGroup
Global Wealth Strategies & Associates30$773<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC22$567<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7$180<0.01%+513F-HRTimelineGroup
NewEdge Advisors, LLC3$86<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$18<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.