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 64 institutions that hold shares in the stock, with a total of 4.24 Million shares, which have been reported (via 13F filing form) to have a value of $111 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Jul 15, 2025 Q2 2025 |
17,747
shares
|
$465,503
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
17,260
shares
|
$452,729
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
16,278
shares
|
$426,971
0.23% of portfolio
|
Q2 2025
Reduced 45.92%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
12,675
shares
|
$332,465
0.0% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Wbi Investments, Inc.
|
May 22, 2025 Q1 2025 |
11,963
shares
|
$313,789
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Global View Capital Management LLC
Waukesha, WI |
May 13, 2025 Q1 2025 |
11,292
shares
|
$296,189
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
10,421
shares
|
$273,342
0.02% of portfolio
|
Q1 2025
Reduced 4.19%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Jul 22, 2025 Q2 2025 |
9,381
shares
|
$246,063
0.22% of portfolio
|
Q2 2025
Reduced 38.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
8,686
shares
|
$227,833
0.0% of portfolio
|
Q4 2024
Added 76.4%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
8,654
shares
|
$226,994
0.11% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
5,180
shares
|
$135,871
0.12% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,802
shares
|
$73,496
0.0% of portfolio
|
Q1 2025
Reduced 96.52%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
2,672
shares
|
$70,086
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,349
shares
|
$35,384
0.0% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
975
shares
|
$25,574
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
680
shares
|
$17,836
0.0% of portfolio
|
Q2 2025
Added 70.43%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
668
shares
|
$17,521
0.04% of portfolio
|
Q2 2025
Reduced 98.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
547
shares
|
$14,347
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
500
shares
|
$13,115
0.0% of portfolio
|
Q1 2025
Reduced 96.5%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
490
shares
|
$12,852
0.0% of portfolio
|
Q2 2025
Reduced 99.46%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
416
shares
|
$10,911
0.0% of portfolio
|
Q1 2025
Reduced 73.93%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
404
shares
|
$10,596
0.0% of portfolio
|
Q2 2025
Reduced 95.08%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
328
shares
|
$8,603
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
170
shares
|
$4,459
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
142
shares
|
$3,724
0.0% of portfolio
|
Q4 2024
Added 2.9%
|