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Wisdomtree BBG USD Bullish (USDU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
GenWealth Group, Inc.
DECREASED
Shares780,822 from 781,534
Change-712 (0%)
Value$21.1M (+$152.7K)
Filed 2026-10-16
Encompass More Asset Management
INCREASED
Shares385,629 from 129,226
Change+256,403 (+198%)
Value$10.4M (+$6.9M)
Filed 2026-10-16
Exchange Traded Concepts, LLC
NEW
Shares344,148
Change+344,148
Value$9.3M
Filed 2026-10-28
LPL Financial LLC
DECREASED
Shares336,176 from 353,695
Change-17,519 (-5%)
Value$9.1M (-$394.7K)
Filed 2026-11-06
Beacon Capital Management, Inc.
DECREASED
Shares295,259 from 302,785
Change-7,526 (-2%)
Value$8.0M (-$136.4K)
Filed 2026-10-13
Thor Trading Advisors, LLC
INCREASED
Shares238,989 from 50,028
Change+188,961 (+378%)
Value$6.4M (+$5.1M)
Filed 2026-11-05
FSA Investment Group, LLC
INCREASED
Shares238,285 from 62,589
Change+175,696 (+281%)
Value$6.4M (+$4.8M)
Filed 2026-10-07
Assetmark, Inc
DECREASED
Shares215,516 from 3,101,590
Change-2,886,074 (-93%)
Value$5.8M (-$77.2M)
Filed 2026-10-21
Summit Place Financial Advisors, LLC
DECREASED
Shares181,438 from 191,313
Change-9,875 (-5%)
Value$4.9M (-$224.2K)
Filed 2026-10-23
HighTower Advisors, LLC
DECREASED
Shares158,994 from 169,260
Change-10,266 (-6%)
Value$4.3M (-$239.6K)
Filed 2026-11-10
Fortis Group Advisors, LLC
DECREASED
Shares148,818 from 297,428
Change-148,610 (-50%)
Value$4.0M (-$3.9M)
Filed 2026-11-06
J. Safra Sarasin Holding AG
UNCHANGED
Shares119,357 from 119,357
Change0 (0%)
Value$3.1M ($0)
Filed 2026-10-26
Triad Wealth Partners, LLC
NEW
Shares92,606
Change+92,606
Value$2.5M
Filed 2026-10-26
Compass Financial Management LLC
NEW
Shares87,337
Change+87,337
Value$2.4M
Filed 2026-10-30
Moulton Wealth Management, Inc
DECREASED
Shares36,065 from 36,273
Change-208 (-1%)
Value$978.1K (+$6.5K)
Filed 2026-10-13
Atria Investments, Inc
DECREASED
Shares33,627 from 81,535
Change-47,908 (-59%)
Value$906.9K (-$1.3M)
Filed 2026-10-15
Waystone Advisors LLC
DECREASED
Shares32,411 from 32,668
Change-257 (-1%)
Value$867.0K (-$6.9K)
Filed 2026-10-16
Bank of Montreal
INCREASED
Shares13,643 from 12,833
Change+810 (+6%)
Value$368.0K (+$34.3K)
Filed 2026-11-09
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares13,069 from 13,075
Change-6 (0%)
Value$352 (-$349.6K)
Filed 2026-11-02
WBI Investments, LLC
DECREASED
Shares9,534 from 9,637
Change-103 (-1%)
Value$257.1K (-$661)
Filed 2026-11-05
Worth Asset Management, LLC
INCREASED
Shares9,489 from 8,736
Change+753 (+9%)
Value$255.9K (+$22.2K)
Filed 2026-10-07
Legacy Wealth Partners, LLC
DECREASED
Shares9,200 from 85,677
Change-76,477 (-89%)
Value$248.1K (-$2.0M)
Filed 2026-10-15
PMV Capital Advisers, LLC
INCREASED
Shares8,392 from 287
Change+8,105 (+2824%)
Value$226.3K (+$218.7K)
Filed 2026-11-09
Reyes Financial Architecture, Inc.
DECREASED
Shares8,171 from 12,879
Change-4,708 (-37%)
Value$220.4K (-$124.1K)
Filed 2026-10-22
IFP Advisors, Inc
INCREASED
Shares7,893 from 7,167
Change+726 (+10%)
Value$212.9K (+$21.2K)
Filed 2026-10-16
Parallel Advisors, LLC
DECREASED
Shares3,155 from 4,305
Change-1,150 (-27%)
Value$85.1K (-$30.1K)
Filed 2026-11-03
Fifth Third Bancorp
DECREASED
Shares2,624 from 2,674
Change-50 (-2%)
Value$70.8K (-$761)
Filed 2026-11-05
Heritage Family Offices, LLP
NEW
Shares1,539
Change+1,539
Value$41.5K
Filed 2026-11-02
Cape Investment Advisory, Inc.
DECREASED
Shares562 from 590
Change-28 (-5%)
Value$15.2K (-$625)
Filed 2026-10-13
Rossby Financial, LCC
INCREASED
Shares460 from 224
Change+236 (+105%)
Value$12.4K (+$6.4K)
Filed 2026-11-05
Highland Investment Advisors LLC
DECREASED
Shares379 from 380
Change-1 (0%)
Value$10.2K (+$57)
Filed 2026-11-09
Buck Wealth Strategies, LLC
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$5.8K (+$47)
Filed 2026-10-28
PNC Financial Services Group, Inc.
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$3.4K (+$28)
Filed 2026-11-06
Citigroup Inc
NEW
Shares39
Change+39
Value$1.1K
Filed 2026-11-04
Cowa, LLC
CLOSED
Shares0 from 77,741
Change-77,741 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-30
Balefire, LLC
CLOSED
Shares0 from 63,220
Change-63,220 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-09
Algorithmic Investment Models, LLC
CLOSED
Shares0 from 45,378
Change-45,378 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-04
Avestar Capital, LLC
CLOSED
Shares0 from 41,706
Change-41,706 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-28
VestGen Advisors, LLC
CLOSED
Shares0 from 40,985
Change-40,985 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-27
Ascent Group, LLC
CLOSED
Shares0 from 16,319
Change-16,319 (-100%)
Value$0 (-$436.5K)
Filed 2026-10-30
Synergy Asset Management, LLC
CLOSED
Shares0 from 11,462
Change-11,462 (-100%)
Value$0 (-$306.6K)
Filed 2026-11-05
Ignite Planners, LLC
CLOSED
Shares0 from 11,438
Change-11,438 (-100%)
Value$0 (-$306.0K)
Filed 2026-10-14
Nvwm, LLC
CLOSED
Shares0 from 4,365
Change-4,365 (-100%)
Value$0 (-$116.8K)
Filed 2026-10-14
Tucker Asset Management LLC
CLOSED
Shares0 from 1,690
Change-1,690 (-100%)
Value$0 (-$45.2K)
Filed 2026-10-29
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 1,191
Change-1,191 (-100%)
Value$0 (-$31.9K)
Filed 2026-10-30
Harbour Investments, Inc.
CLOSED
Shares0 from 652
Change-652 (-100%)
Value$0 (-$17.4K)
Filed 2026-11-09
Envestnet Asset Management Inc
N/A
Shares— from 827,284
Change-827,284 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 750,805
Change-750,805 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 565,839
Change-565,839 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 556,910
Change-556,910 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 553,489
Change-553,489 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 326,163
Change-326,163 (-100%)
Value—
Wealth High Governance Asset Management Ltda.
N/A
Shares— from 186,800
Change-186,800 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 170,411
Change-170,411 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 153,319
Change-153,319 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 95,721
Change-95,721 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 94,812
Change-94,812 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 76,782
Change-76,782 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 73,248
Change-73,248 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 46,445
Change-46,445 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 45,816
Change-45,816 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 40,138
Change-40,138 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 36,942
Change-36,942 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 36,459
Change-36,459 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 20,557
Change-20,557 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 11,912
Change-11,912 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 9,863
Change-9,863 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 7,734
Change-7,734 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,376
Change-5,376 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 2,746
Change-2,746 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,206
Change-1,206 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 769
Change-769 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 733
Change-733 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 284
Change-284 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 233
Change-233 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 230
Change-230 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 164
Change-164 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 113
Change-113 (-100%)
Value—
Blair William & Co
N/A
Shares— from 85
Change-85 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 51
Change-51 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 25
Change-25 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Status
GenWealth Group, Inc.
DECREASED780,822781,534-7120%$20.9M$21.1M+$152.7K2026-10-16
Encompass More Asset Management
INCREASED385,629129,226+256,403+198%$3.5M$10.4M+$6.9M2026-10-16
Exchange Traded Concepts, LLC
NEW344,148—+344,148——$9.3M—2026-10-28
LPL Financial LLC
DECREASED336,176353,695-17,519-5%$9.5M$9.1M-$394.7K2026-11-06
Beacon Capital Management, Inc.
DECREASED295,259302,785-7,526-2%$8.1M$8.0M-$136.4K2026-10-13
Thor Trading Advisors, LLC
INCREASED238,98950,028+188,961+378%$1.3M$6.4M+$5.1M2026-11-05
FSA Investment Group, LLC
INCREASED238,28562,589+175,696+281%$1.7M$6.4M+$4.8M2026-10-07
Assetmark, Inc
DECREASED215,5163,101,590-2,886,074-93%$83.0M$5.8M-$77.2M2026-10-21
Summit Place Financial Advisors, LLC
DECREASED181,438191,313-9,875-5%$5.1M$4.9M-$224.2K2026-10-23
HighTower Advisors, LLC
DECREASED158,994169,260-10,266-6%$4.5M$4.3M-$239.6K2026-11-10
Fortis Group Advisors, LLC
DECREASED148,818297,428-148,610-50%$8.0M$4.0M-$3.9M2026-11-06
J. Safra Sarasin Holding AG
UNCHANGED119,357119,35700%$3.1M$3.1M$02026-10-26
Triad Wealth Partners, LLC
NEW92,606—+92,606——$2.5M—2026-10-26
Compass Financial Management LLC
NEW87,337—+87,337——$2.4M—2026-10-30
Moulton Wealth Management, Inc
DECREASED36,06536,273-208-1%$971.6K$978.1K+$6.5K2026-10-13
Atria Investments, Inc
DECREASED33,62781,535-47,908-59%$2.2M$906.9K-$1.3M2026-10-15
Waystone Advisors LLC
DECREASED32,41132,668-257-1%$873.9K$867.0K-$6.9K2026-10-16
Bank of Montreal
INCREASED13,64312,833+810+6%$333.7K$368.0K+$34.3K2026-11-09
Cambridge Investment Research Advisors, Inc.
DECREASED13,06913,075-60%$350.0K$352-$349.6K2026-11-02
WBI Investments, LLC
DECREASED9,5349,637-103-1%$257.8K$257.1K-$6612026-11-05
Worth Asset Management, LLC
INCREASED9,4898,736+753+9%$233.7K$255.9K+$22.2K2026-10-07
Legacy Wealth Partners, LLC
DECREASED9,20085,677-76,477-89%$2.3M$248.1K-$2.0M2026-10-15
PMV Capital Advisers, LLC
INCREASED8,392287+8,105+2824%$7.7K$226.3K+$218.7K2026-11-09
Reyes Financial Architecture, Inc.
DECREASED8,17112,879-4,708-37%$344.5K$220.4K-$124.1K2026-10-22
IFP Advisors, Inc
INCREASED7,8937,167+726+10%$191.7K$212.9K+$21.2K2026-10-16
Parallel Advisors, LLC
DECREASED3,1554,305-1,150-27%$115.2K$85.1K-$30.1K2026-11-03
Fifth Third Bancorp
DECREASED2,6242,674-50-2%$71.5K$70.8K-$7612026-11-05
Heritage Family Offices, LLP
NEW1,539—+1,539——$41.5K—2026-11-02
Cape Investment Advisory, Inc.
DECREASED562590-28-5%$15.8K$15.2K-$6252026-10-13
Rossby Financial, LCC
INCREASED460224+236+105%$6.0K$12.4K+$6.4K2026-11-05
Highland Investment Advisors LLC
DECREASED379380-10%$10.2K$10.2K+$572026-11-09
Buck Wealth Strategies, LLC
UNCHANGED21421400%$5.7K$5.8K+$472026-10-28
PNC Financial Services Group, Inc.
UNCHANGED12712700%$3.4K$3.4K+$282026-11-06
Citigroup Inc
NEW39—+39——$1.1K—2026-11-04
Cowa, LLC
CLOSED077,741-77,741-100%$2.1M$0-$2.1M2026-10-30
Balefire, LLC
CLOSED063,220-63,220-100%$1.7M$0-$1.7M2026-10-09
Algorithmic Investment Models, LLC
CLOSED045,378-45,378-100%$1.2M$0-$1.2M2026-11-04
Avestar Capital, LLC
CLOSED041,706-41,706-100%$1.1M$0-$1.1M2026-10-28
VestGen Advisors, LLC
CLOSED040,985-40,985-100%$1.1M$0-$1.1M2026-10-27
Ascent Group, LLC
CLOSED016,319-16,319-100%$436.5K$0-$436.5K2026-10-30
Synergy Asset Management, LLC
CLOSED011,462-11,462-100%$306.6K$0-$306.6K2026-11-05
Ignite Planners, LLC
CLOSED011,438-11,438-100%$306.0K$0-$306.0K2026-10-14
Nvwm, LLC
CLOSED04,365-4,365-100%$116.8K$0-$116.8K2026-10-14
Tucker Asset Management LLC
CLOSED01,690-1,690-100%$45.2K$0-$45.2K2026-10-29
Capital Investment Advisory Services, LLC
CLOSED01,191-1,191-100%$31.9K$0-$31.9K2026-10-30
Harbour Investments, Inc.
CLOSED0652-652-100%$17.4K$0-$17.4K2026-11-09
Envestnet Asset Management Inc
N/A—827,284-827,284-100%$22.1M———
Morgan Stanley
N/A—750,805-750,805-100%$20.1M———
Ausdal Financial Partners, Inc.
N/A—565,839-565,839-100%$15.1M———
Osborne Partners Capital Management, LLC
N/A—556,910-556,910-100%$14.9M———
Advyzon Investment Management, LLC
N/A—553,489-553,489-100%$14.8M———
Ameritas Advisory Services, LLC
N/A—326,163-326,163-100%$8.7M———
Wealth High Governance Asset Management Ltda.
N/A—186,800-186,800-100%$5.0M———
Maridea Wealth Management LLC
N/A—170,411-170,411-100%$4.6M———
Cetera Investment Advisers
N/A—153,319-153,319-100%$4.1M———
Capital Advisor Network LLC
N/A—95,721-95,721-100%$2.6M———
Osaic Holdings, Inc.
N/A—94,812-94,812-100%$2.5M———
Camarda Financial Advisors, LLC
N/A—76,782-76,782-100%$2.1M———
Vident Advisory, LLC
N/A—73,248-73,248-100%$2.0M———
Equitable Holdings, Inc.
N/A—46,445-46,445-100%$1.2M———
Gateway Wealth Partners, LLC
N/A—45,816-45,816-100%$1.2M———
VestGen Investment Management
N/A—40,138-40,138-100%$1.1M———
Bank of America Corp
N/A—36,942-36,942-100%$988.2K———
Sovereign Financial Group, Inc.
N/A—36,459-36,459-100%$975.3K———
Citadel Advisors LLC
N/A—20,557-20,557-100%$549.9K———
Kingsview Wealth Management, LLC
N/A—11,912-11,912-100%$318.6K———
Brookwood Investment Group LLC
N/A—9,863-9,863-100%$263.8K———
Qube Research & Technologies Ltd
N/A—7,734-7,734-100%$206.9K———
Global Retirement Partners, LLC
N/A—5,376-5,376-100%$143.8K———
FWL Investment Management, LLC
N/A—2,746-2,746-100%$73.5K———
UBS Group AG
N/A—1,206-1,206-100%$32.3K———
BFC Planning, Inc.
N/A—769-769-100%$20.6K———
AE Wealth Management LLC
N/A—733-733-100%$19.6K———
Johnson Financial Group, Inc.
N/A—284-284-100%$7.6K———
Smartleaf Asset Management LLC
N/A—233-233-100%$6.2K———
JPMorgan Chase & Co
N/A—230-230-100%$6.2K———
Wells Fargo & Company
N/A—164-164-100%$4.4K———
Continuum Advisory, LLC
N/A—113-113-100%$3.0K———
Blair William & Co
N/A—85-85-100%$2.3K———
BNP Paribas Financial Markets
N/A—51-51-100%$1.4K———
Royal Bank of Canada
N/A—25-25-100%$1.0K———
Horizon Investments, LLC
N/A—12-12-100%$321———
Showing 82 of 82 institutions