Who Owns USDU?
WisdomTree Bloomberg U.S. Dollar Bullish Fund — Institutional Ownership & 13F Holdings
$25.95
-0.17 (-0.65%)
Market Cap
$175.4M
Shares Outstanding
7,097,285
Institutional Holders
58
Total Inst. Value
$99.0M
% of Float Held
—
QoQ Holder Change
+27
Institutional data as of Q1 2025
New Positions
19
Closed Positions
23
Increased
12
Decreased
18
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | GenWealth Group, Inc. | $15.9M | 582,583 |
| 2 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $12.9M | 473,450 |
| 3 | Vident Advisory, LLC | $9.3M | 342,381 |
| 4 | BANK OF AMERICA CORP /DE/ | $6.7M | 245,884 |
| 5 | Summit Place Financial Advisors, LLCNew | $5.8M | 211,722 |
| 6 | Empowered Funds, LLC | $5.5M | 201,419 |
| 7 | Ausdal Financial Partners, Inc.New | $5.0M | 183,410 |
| 8 | Accurate Wealth Management, LLCNew | $4.7M | 179,419 |
| 9 | JANE STREET GROUP, LLC | $4.7M | 173,063 |
| 10 | Maridea Wealth Management LLC | $4.5M | 164,749 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| GenWealth Group, Inc. | +23K | $15.9M |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | +11K | $12.9M |
| Vident Advisory, LLC | +302K | $9.3M |
| Summit Place Financial Advisors, LLCNew | +212K | $5.8M |
| Empowered Funds, LLC | +68K | $5.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| HighTower Advisors, LLC | -173K | $1.4M |
| Cambridge Investment Research Advisors, Inc. | -85K | $357K |
| JPMORGAN CHASE & CO | -78K | $75K |
| LPL Financial LLC | -76K | $10K |
| Reyes Financial Architecture, Inc. | -71K | $135K |
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Frequently Asked Questions
How many institutional investors hold USDU?
As of Q1 2025, 58 institutional investors report holding USDU (WisdomTree Bloomberg U.S. Dollar Bullish Fund) in their 13F filings.
Which hedge fund owns the most USDU?
The largest institutional holder of USDU is GenWealth Group, Inc. with $15.9M in shares.
Are institutions buying or selling USDU?
This quarter, 19 institutions opened new positions in USDU and 23 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.