Institutional Ownership Wisdomtree Bloomberg U.S. Doll (USDU)
This table provides information about the institutional ownership of Wisdomtree Bloomberg U.S. Doll (USDU). We have compiled data on the 49 institutions that hold shares in the stock, with a total of 3.4 Million shares, which have been reported (via 13F filing form) to have a value of $91.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
9,623
shares
|
$258,473
0.0% of portfolio
|
Q3 2025
Reduced 24.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
5,584
shares
|
$149,986
0.0% of portfolio
|
Q3 2025
Reduced 32.93%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,680
shares
|
$45,124
0.0% of portfolio
|
Q3 2025
Added 147.06%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,439
shares
|
$38,651
0.0% of portfolio
|
Q3 2025
Reduced 48.64%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
975
shares
|
$26,188
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
832
shares
|
$22,347
0.0% of portfolio
|
Q3 2025
Reduced 82.1%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
547
shares
|
$14,692
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
490
shares
|
$13,161
0.0% of portfolio
|
Q2 2025
Reduced 99.46%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
376
shares
|
$10,099
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
322
shares
|
$8,648
0.0% of portfolio
|
Q3 2025
Reduced 20.3%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
275
shares
|
$7,386
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
119
shares
|
$3,196
0.0% of portfolio
|
Q3 2025
Added 77.61%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
113
shares
|
$3,035
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
85
shares
|
$2,283
0.0% of portfolio
|
Q2 2025
Reduced 78.26%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
50
shares
|
$1,343
0.0% of portfolio
|
Q1 2024
Reduced 56.52%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
30
shares
|
$805
0.0% of portfolio
|
Q1 2024
Reduced 61.54%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
25
shares
|
$671
0.0% of portfolio
|
Q2 2025
Reduced 93.99%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
22
shares
|
$590
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1
shares
|
$26
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|