Skip to content
Disclosery

USDU WISDOMTREE TR

Follow

BLMBG US BULL (fund)

42 managers (42 13F filers) reported a position in USDU shares at 2025-09-30, 3,268,563 shares in all. 9 filers opened a position and 21 filers sold out during the quarter.

Managers
42
13F filers
42
New
9
Added
12
Reduced
12
Sold out
21
Shares held by filers
3,268,563

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.638,295$16.8M3.14%+48,35513F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC512,305$13.5M0.69%+32,55013F-HRTimeline
Trek Financial, LLC323,715$8.54M0.51%new13F-HRTimeline
Summit Place Financial Advisors, LLC205,592$5.43M2.56%-9,70013F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC165,710$4.37M0.85%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY161,872$4.27M<0.01%+144,06113F-HR/ATimelineGroup
Fortis Group Advisors, LLC136,304$3.68M0.63%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/133,060$3.51M<0.01%-93,22813F-HR/ATimelineGroup
Ausdal Financial Partners, Inc.129,745$3.42M0.17%+51,99213F-HRTimeline
Maridea Wealth Management LLC125,943$3.35M0.52%+64,22713F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG125,706$3.32M0.05%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC124,664$3.29M<0.01%-14,52013F-HRTimelineGroup
HighTower Advisors, LLC110,651$2.92M<0.01%-59,76013F-HRTimeline
Advyzon Investment Management, LLC99,109$2.62M0.45%-15,93413F-HRTimeline
Avestar Capital, LLC59,968$1.58M0.11%-5,09013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,212$956K<0.01%+9,44313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC35,434$935K<0.01%+11,06513F-HRTimelineGroup
Sovereign Financial Group, Inc.31,428$829K0.16%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC22,932$605K<0.01%-5,47713F-HRTimelineGroup
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC22,854$603K0.15%+10,66613F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC21,040$555K0.12%-4,72413F-HRTimeline
LPL Financial LLC13,085$345K<0.01%+1,44613F-HRTimeline
COWA, LLC11,323$299K0.1%new13F-HRTimeline
Cambridge Investment Research Advisors,…9,623$254K<0.01%-3,05213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,584$147K<0.01%-2,74213F-HRTimelineGroup
AE Wealth Management LLC1,680$44.3K<0.01%+1,00013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,439$38K<0.01%+1413F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG832$22K<0.01%-3,81613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.547$14.4K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…490$12.9K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.376$9.92K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC322$8.5K<0.01%-8213F-HRTimelineGroup
Horizon Investments, LLC275$7.26K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC119$3.14K<0.01%+5213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP113$2.99K<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL85$2.24K<0.01%013F-HRTimeline
COMERICA BANK50$1.32K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA25$1K<0.01%013F-HRTimelineGroup
Global Wealth Strategies & Associates30$792<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC22$581<0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3$79<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$20<0.01%013F-HRTimelineGroup