Who owns USDU?
WisdomTree Bloomberg U.S. Dollar Bullish Fund · WisdomTree
77 institutions reported holding USDU, worth $291.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of USDU
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Assetmark, Inc. | Concord, CA | $83.0M | 3,101,590 | −27,805 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $22.1M | 827,284 | +627,168 shares |
| GenWealth Group, Inc. | Maplewood, NJ | $20.9M | 781,534 | +22,302 shares |
| Morgan Stanley | New York, NY | $20.1M | 750,805 | +255,408 shares |
| Ausdal Financial Partners, Inc. | Davenport, IA | $15.1M | 565,839 | +346,527 shares |
| Osborne Partners Capital Management, LLC | San Francisco, CA | $14.9M | 556,910 | +26,171 shares |
| Advyzon Investment Management, LLC | Lisle, IL | $14.8M | 553,489 | +333,378 shares |
| LPL Financial LLC | Fort Mill, SC | $9.5M | 353,695 | +201,030 shares |
| Ameritas Advisory Services, LLC | Lincoln, NE | $8.7M | 326,163 | +285,958 shares |
| Beacon Capital Management, Inc. | Dayton, OH | $8.1M | 302,785 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns USDU?
77 institutional managers reported holding USDU in Form 13F filings for June 30, 2026, worth $291.8M in total. The largest reported position was held by Assetmark, Inc., at $83.0M.
Did institutions buy or sell USDU last quarter?
Reported 13F value rose 21.3% from March 31, 2026, which includes price moves as well as buying and selling. 24 firms reported a new position and 15 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is USDU ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.