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Wisdomtree BBG USD Bullish (USDU)

CUSIP: 97717W471 | NYSE | 313 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

GenWealth Group, Inc.780,822
3.3% of portfolio›$21.1M
Encompass More Asset Management385,629
1.5% of portfolio›$10.4M
Exchange Traded Concepts, LLC344,148
0.0% of portfolio›$9.3M
Beacon Capital Management, Inc.295,259
0.5% of portfolio›$8.0M
Thor Trading Advisors, LLC238,989
2.2% of portfolio›$6.4M
FSA Investment Group, LLC238,285
2.0% of portfolio›$6.4M
Assetmark, Inc215,516
0.0% of portfolio›$5.8M
Summit Place Financial Advisors, LLC181,438
2.2% of portfolio›$4.9M
J. Safra Sarasin Holding AG119,357
0.0% of portfolio›$3.1M
Triad Wealth Partners, LLC92,606
0.1% of portfolio›$2.5M
Compass Financial Management LLC87,337
0.3% of portfolio›$2.4M
Moulton Wealth Management, Inc36,065
0.7% of portfolio›$978.1K
Atria Investments, Inc33,627
0.0% of portfolio›$906.9K
Waystone Advisors LLC32,411
0.6% of portfolio›$867.0K
Cambridge Investment Research Advisors, Inc.13,069
0.0% of portfolio›$352
WBI Investments, LLC9,534
0.1% of portfolio›$257.1K
Worth Asset Management, LLC9,489
0.1% of portfolio›$255.9K
Legacy Wealth Partners, LLC9,200
0.1% of portfolio›$248.1K
Reyes Financial Architecture, Inc.8,171
0.1% of portfolio›$220.4K
IFP Advisors, Inc7,893
0.0% of portfolio›$212.9K
Parallel Advisors, LLC3,155
0.0% of portfolio›$85.1K
Fifth Third Bancorp2,624
0.0% of portfolio›$70.8K
Heritage Family Offices, LLP1,539
0.0% of portfolio›$41.5K
Cape Investment Advisory, Inc.562
0.0% of portfolio›$15.2K
Rossby Financial, LCC460
0.0% of portfolio›$12.4K
Buck Wealth Strategies, LLC214
0.0% of portfolio›$5.8K
Citigroup Inc39
0.0% of portfolio›$1.1K
StyleTurnoverLocationFiled
GenWealth Group, Inc.
780,822$21.1M3.3%ETFMediumMaplewood, NJ2026-10-16
Encompass More Asset Management
385,629$10.4M1.5%ETFHighDanville, CA2026-10-16
Exchange Traded Concepts, LLC
344,148$9.3M0.0%GrowthMediumOklahoma City, OK2026-10-28
Beacon Capital Management, Inc.
295,259$8.0M0.5%ETFMediumDayton, OH2026-10-13
Thor Trading Advisors, LLC
238,989$6.4M2.2%ETFHighGreensburg, PA2026-11-05
FSA Investment Group, LLC
238,285$6.4M2.0%ETFLowPensacola, FL2026-10-07
Assetmark, Inc
215,516$5.8M0.0%ETFLowConcord, CA2026-10-21
Summit Place Financial Advisors, LLC
181,438$4.9M2.2%CoreMediumSummit, NJ2026-10-23
J. Safra Sarasin Holding AG
119,357$3.1M0.0%CoreMediumBasel, Switzerland2026-10-26
Triad Wealth Partners, LLC
92,606$2.5M0.1%ETFMediumLawrence, KS2026-10-26
Compass Financial Management LLC
87,337$2.4M0.3%CoreN/ATampa, FL2026-10-30
Moulton Wealth Management, Inc
36,065$978.1K0.7%ETFVery HighSpokane, WA2026-10-13
Atria Investments, Inc
33,627$906.9K0.0%CoreMediumCharlotte, NC2026-10-15
Waystone Advisors LLC
32,411$867.0K0.6%ETFLowRedmond, WA2026-10-16
Cambridge Investment Research Advisors, Inc.
13,069$3520.0%ETFLowFairfield, IA2026-11-02
WBI Investments, LLC
9,534$257.1K0.1%ValueVery HighRed Bank, NJ2026-11-05
Worth Asset Management, LLC
9,489$255.9K0.1%ETFHighDallas, TX2026-10-07
Legacy Wealth Partners, LLC
9,200$248.1K0.1%ETFHighLakewood, CO2026-10-15
Reyes Financial Architecture, Inc.
8,171$220.4K0.1%ETFVery HighSan Diego, CA2026-10-22
IFP Advisors, Inc
7,893$212.9K0.0%GrowthLowTampa, FL2026-10-16
Parallel Advisors, LLC
3,155$85.1K0.0%IndexLowSan Francisco, CA2026-11-03
Fifth Third Bancorp
2,624$70.8K0.0%IndexVery LowCincinnati, OH2026-11-05
Heritage Family Offices, LLP
1,539$41.5K0.0%GrowthHighScottsdale, AZ2026-11-02
Cape Investment Advisory, Inc.
562$15.2K0.0%ETFLowMcdonough, GA2026-10-13
Rossby Financial, LCC
460$12.4K0.0%ETFMediumMelbourne, FL2026-11-05
Buck Wealth Strategies, LLC
214$5.8K0.0%ValueMediumDenver, CO2026-10-28
Citigroup Inc
39$1.1K0.0%CoreMediumNew York, NY2026-11-04