WisdomTree Trust - USDU

Sector: Funds · Industry: ETF / Fund
Website: No information yet · Social: No information yet

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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$131.2M
QoQ value delta ($000)
+$43.72M (+50.0%)
Implied price effect (QoQ)
-2.34%
Shares
Total shares
5,084,196
QoQ shares delta
+1,773,858 (+53.59%)
Total shares held by funds (by quarter)

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Top holders (Q4 2025)

Top 25 only Full list
Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
COMMONWEALTH EQUITY SERVICES, LLC 15,045 583,151 0.02%
GenWealth Group, Inc. 14,985 580,385 2.56%
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 13,241 513,243 0.68%
Advyzon Investment Management, LLC 10,433 404,396 1.21%
Ausdal Financial Partners, Inc. 9,758 378,246 0.45%
Bank of New York Mellon Corp 8,823 341,999 0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,352 284,986 0.0%
Maridea Wealth Management LLC 5,815 225,417 0.87%
Summit Place Financial Advisors, LLC 5,186 201,028 2.51%
MORGAN STANLEY 5,090 197,305 0.0%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 4,418 171,248 0.79%
Farther Finance Advisors, LLC 3,832 148,563 0.04%
J. Safra Sarasin Holding AG 3,521 136,509 0.06%
HighTower Advisors, LLC 3,224 124,969 0.0%
CITADEL ADVISORS LLC 3,045 118,061 0.0%
ENVESTNET ASSET MANAGEMENT INC 2,893 112,149 0.0%
Vident Advisory, LLC 1,896 73,501 0.02%
Rockefeller Capital Management L.P. 1,413 54,792 0.0%
ASSETMARK, INC 1,406 54,529 0.0%
COWA, LLC 1,271 49,285 0.39%
LPL Financial LLC 1,215 47,117 0.0%
Hilltop Holdings Inc. 1,202 46,607 0.07%
Avestar Capital, LLC 1,042 40,397 0.07%
BANK OF AMERICA CORP /DE/ 915 35,498 0.0%
JANE STREET GROUP, LLC 880 34,146 0.0%