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Disclosery

USDU WISDOMTREE TR

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BLMBG US BULL (fund)

67 managers (68 13F filers) reported a position in USDU shares at 2026-03-31, 9,150,384 shares in all. 30 filers opened a position and 11 filers sold out during the quarter.

Managers
67
13F filers
68
New
30
Added
17
Reduced
16
Sold out
11
Shares held by filers
9,150,384

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
ASSETMARK, INCin group ASSETMARK, INC3,129,395$82.4M0.17%+3,074,86613F-HRTimelineGroup
GenWealth Group, Inc.759,232$20M3.42%+178,84713F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC530,739$14M0.74%+17,49613F-HRTimeline
Empowered Funds, LLC512,482$13.5M0.09%new13F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY495,397$13M<0.01%+298,09213F-HRTimelineGroup
Encompass More Asset Management438,837$11.6M1.95%new13F-HRTimeline
HighTower Advisors, LLC305,315$8.04M0.01%+180,34613F-HRTimeline
Reyes Financial Architecture, Inc.304,722$8.02M6.56%+300,47013F-HRTimeline
Advyzon Investment Management, LLC220,111$5.8M0.52%-184,28513F-HRTimeline
Ausdal Financial Partners, Inc.219,312$5.77M0.26%-158,93413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC200,116$5.27M<0.01%+87,96713F-HRTimelineGroup
Summit Place Financial Advisors, LLC184,703$4.86M2.34%-16,32513F-HRTimeline
LPL Financial LLC152,665$4.02M<0.01%+105,54813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC125,855$3.31M<0.01%+91,70913F-HRTimelineGroup
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG119,357$3.14M0.05%-17,15213F-HRTimelineGroup
Cetera Investment Advisers114,123$3M<0.01%new13F-HRTimeline
Maridea Wealth Management LLC100,114$2.64M0.38%-125,30313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.99,639$2.62M<0.01%+94,84013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…92,765$2.44M<0.01%-192,22113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC74,645$1.97M<0.01%-35,51613F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…71,086$1.87M<0.01%new13F-HRTimelineGroup
Legacy Wealth Partners, LLC71,083$1.87M0.47%new13F-HRTimeline
Balefire, LLC64,214$1.69M0.32%new13F-HRTimeline
COWA, LLC54,578$1.44M0.39%+5,29313F-HRTimeline
Farther Finance Advisors, LLC51,650$1.36M0.01%-96,91313F-HRTimeline
Algorithmic Investment Models, LLC45,369$1.19M1.47%new13F-HRTimeline
Gateway Wealth Partners, LLC44,110$1.16M0.05%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/42,045$1.11M<0.01%+6,54713F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…40,205$1.06M0.04%new13F-HRTimelineGroup
VestGen Advisors, LLC40,040$1.04M0.03%new13F-HRTimeline
Avestar Capital, LLC38,653$1.02M0.07%-1,74413F-HRTimeline
GeoWealth Management, LLC38,149$1M0.04%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC37,125$978K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG35,846$944K<0.01%+35,01413F-HRTimelineGroup
VestGen Investment Management35,261$928K0.51%new13F-HRTimeline
Sovereign Financial Group, Inc.34,771$916K0.16%+1,38313F-HRTimeline
WAYSTONE ADVISORS LLC28,979$763K0.68%new13F-HRTimeline
Atria Investments, Inc26,766$705K0.01%new13F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC19,421$511K0.35%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.17,549$462K0.04%-29,05813F-HRTimelineGroup
Brookwood Investment Group LLC16,070$423K0.05%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC15,975$421K0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/14,921$393K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,538$304K<0.01%-43,25413F-HRTimelineGroup
Ignite Planners, LLC11,339$299K0.05%new13F-HRTimeline
PFG Investments, LLC8,629$227K0.01%new13F-HRTimeline
Merit Financial Group, LLC8,005$211K<0.01%new13F-HRTimeline
Kaizen Financial Strategies8,000$207K0.09%new13F-HRTimeline
Parallel Advisors, LLC4,615$122K<0.01%+90513F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,354$35.7K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,189$32K<0.01%-6,73913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,135$30.1K<0.01%+13513F-HR/ATimelineGroup
Capital Investment Advisory Services, L…910$24K<0.01%new13F-HRTimeline
AE Wealth Management LLC680$17.9K<0.01%-1,00013F-HRTimeline
HARBOUR INVESTMENTS, INC.574$15.1K<0.01%-3713F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.284$7.48K<0.01%new13F-HRTimelineGroup
Capital Advisor Network LLC269$7.08K0.01%13F-HR/ATimeline
Smartleaf Asset Management LLC233$6.17K<0.01%+7013F-HRTimeline
Rossby Financial, LCC219$5.75K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd207$5.45K<0.01%new13F-HRTimeline
Horizon Investments, LLC110$2.9K<0.01%-25013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS106$2.79K<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL85$2.24K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates30$790<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3$79<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$4<0.01%013F-HR/ATimelineGroupAmount filed as zero, left out of ratios.
WBI INVESTMENTS, LLCgroup of 2 filers holding0newTimeline