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Disclosery

USDU WISDOMTREE TR

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BLMBG US BULL (fund)

50 managers (50 13F filers) reported a position in USDU shares at 2025-12-31, 5,076,296 shares in all. 15 filers opened a position and 7 filers sold out during the quarter.

Managers
50
13F filers
50
New
15
Added
22
Reduced
8
Sold out
7
Shares held by filers
5,076,296

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
COMMONWEALTH EQUITY SERVICES, LLC583,151$15M0.02%new13F-HRTimeline
GenWealth Group, Inc.580,385$15M2.56%-57,91013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC513,243$13.2M0.68%+93813F-HRTimeline
Advyzon Investment Management, LLC404,396$10.4M1.21%+305,28713F-HRTimeline
Ausdal Financial Partners, Inc.378,246$9.76M0.45%+248,50113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp341,999$8.82M<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…284,986$7.35M0.01%+248,77413F-HRTimelineGroup
Maridea Wealth Management LLC225,417$5.82M0.88%+99,47413F-HRTimeline
Summit Place Financial Advisors, LLC201,028$5.19M2.51%-4,56413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY197,305$5.09M<0.01%+35,43313F-HR/ATimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC171,248$4.42M0.79%+5,53813F-HRTimeline
Farther Finance Advisors, LLC148,563$3.83M0.04%new13F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG136,509$3.52M0.06%+10,80313F-HRTimelineGroup
HighTower Advisors, LLC124,969$3.22M<0.01%+14,31813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC112,149$2.89M<0.01%+89,21713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC110,161$2.84M<0.01%+74,72713F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC73,501$1.9M0.02%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…54,792$1.41M<0.01%new13F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC54,529$1.41M<0.01%+54,20713F-HRTimelineGroup
COWA, LLC49,285$1.27M0.39%+37,96213F-HRTimeline
LPL Financial LLC47,117$1.22M<0.01%+34,03213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.46,607$1.2M0.07%new13F-HRTimelineGroup
Avestar Capital, LLC40,397$1.04M0.07%-19,57113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/35,498$916K<0.01%-97,56213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC34,146$881K<0.01%-90,51813F-HRTimelineGroup
Sovereign Financial Group, Inc.33,388$861K0.15%+1,96013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC24,026$620K0.16%+1,17213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP21,459$563K<0.01%new13F-HRTimelineGroup
GTS SECURITIES LLC11,395$294K0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,928$205K<0.01%+7,90313F-HRTimelineGroup
PMV Capital Advisers, LLC5,282$136K0.25%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,799$124K<0.01%-78513F-HRTimelineGroup
Reyes Financial Architecture, Inc.4,252$110K0.07%new13F-HRTimeline
Parallel Advisors, LLC3,710$95.7K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,639$68.1K0.02%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,776$45.8K<0.01%new13F-HRTimeline
AE Wealth Management LLC1,680$43.3K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,000$25.8K<0.01%-43913F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.956$24.7K<0.01%+58013F-HRTimelineGroup
UBS Group AGin group UBS Group AG832$21.5K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.611$15.8K<0.01%+6413F-HRTimeline
Horizon Investments, LLC360$9.29K<0.01%+8513F-HRTimeline
Smartleaf Asset Management LLC163$4.2K<0.01%+4413F-HRTimeline
Global Retirement Partners, LLC159$4.1K<0.01%new13F-HRTimeline
COMERICA BANK100$2.58K<0.01%+5013F-HRTimeline
BLAIR WILLIAM & CO/IL85$2.19K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates30$774<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC22$568<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC17$439<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$9<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.