WisdomTree Trust - USDU
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ASSETMARK, INC | History | Reduced | 3,101,590 | 82,967 | 0.14% | 0.17% | 1 | -27,805 | -0.89% | Q2 2026 | Jul 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 827,284 | 22,129 | 0.01% | 0.0% | 2 | +627,168 | 313.4% | Q2 2026 | Aug 03, 2026 |
| GenWealth Group, Inc. | History | Added to | 781,534 | 20,906 | 3.26% | 3.42% | 3 | +22,302 | 2.94% | Q2 2026 | Jul 10, 2026 |
| MORGAN STANLEY | History | Added to | 750,805 | 20,084 | 0.0% | 0.0% | 4 | +255,408 | 51.56% | Q2 2026 | Aug 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 565,839 | 15,136 | 0.59% | 0.26% | 5 | +346,527 | 158.01% | Q2 2026 | Aug 14, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Added to | 556,910 | 14,897 | 0.83% | 0.74% | 6 | +26,171 | 4.93% | Q2 2026 | Aug 04, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 553,489 | 14,805 | 1.07% | 0.52% | 7 | +333,378 | 151.46% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 353,695 | 9,461 | 0.0% | 0.0% | 8 | +201,030 | 131.68% | Q2 2026 | Aug 07, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 326,163 | 8,724 | 0.18% | 0.04% | 9 | +285,958 | 711.25% | Q2 2026 | Aug 14, 2026 |
| Beacon Capital Management, Inc. | History | New | 302,785 | 8,099 | 0.49% | — | 10 | +302,785 | New | Q2 2026 | Aug 13, 2026 |
| Fortis Group Advisors, LLC | History | New | 297,428 | 7,956 | 1.27% | — | 11 | +297,428 | New | Q2 2026 | Jul 24, 2026 |
| Summit Place Financial Advisors, LLC | History | Added to | 191,313 | 5,117 | 2.24% | 2.34% | 12 | +6,610 | 3.58% | Q2 2026 | Jul 29, 2026 |
| Wealth High Governance Asset Management Ltda. | History | New | 186,800 | 4,996 | 0.53% | — | 13 | +186,800 | New | Q2 2026 | Aug 12, 2026 |
| Maridea Wealth Management LLC | History | Added to | 170,411 | 4,558 | 0.49% | 0.38% | 14 | +70,297 | 70.22% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | Reduced | 169,260 | 4,527 | 0.0% | 0.01% | 15 | -136,055 | -44.56% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | Added to | 153,319 | 4,101 | 0.0% | 0.0% | 16 | +39,196 | 34.35% | Q2 2026 | Aug 12, 2026 |
| Encompass More Asset Management | History | Reduced | 129,226 | 3,456 | 0.5% | 1.94% | 17 | -309,611 | -70.55% | Q2 2026 | Jul 14, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 119,357 | 3,142 | 0.05% | 0.05% | 18 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Capital Advisor Network LLC | History | Added to | 95,721 | 2,560 | 3.2% | 0.01% | 19 | +95,452 | 35484.01% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 94,812 | 2,536 | 0.0% | 0.0% | 20 | -4,827 | -4.84% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 85,677 | 2,291 | 0.51% | 0.47% | 21 | +14,594 | 20.53% | Q2 2026 | Jul 22, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 84,857 | 2,269 | 0.0% | 0.0% | 22 | -44,788 | -34.55% | Q2 2026 | Sep 02, 2026 |
| Atria Investments, Inc | History | Added to | 81,535 | 2,181 | 0.02% | 0.01% | 23 | +54,769 | 204.62% | Q2 2026 | Jul 28, 2026 |
| COWA, LLC | History | Added to | 77,741 | 2,079 | 0.52% | 0.39% | 24 | +23,163 | 42.44% | Q2 2026 | Aug 05, 2026 |
| Camarda Financial Advisors, LLC | History | New | 76,782 | 2,053 | 0.62% | — | 25 | +76,782 | New | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | New | 73,248 | 1,959 | 0.01% | — | 26 | +73,248 | New | Q2 2026 | Aug 12, 2026 |
| Balefire, LLC | History | Reduced | 63,220 | 1,691 | 0.28% | 0.32% | 27 | -994 | -1.55% | Q2 2026 | Jul 07, 2026 |
| FSA Investment Group, LLC | History | New | 62,589 | 1,674 | 0.54% | — | 28 | +62,589 | New | Q2 2026 | Jul 17, 2026 |
| THOR TRADING ADVISORS, LLC | History | New | 50,028 | 1,338 | 0.42% | — | 29 | +50,028 | New | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | New | 46,445 | 1,242 | 0.01% | — | 30 | +46,445 | New | Q2 2026 | Aug 17, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 45,816 | 1,225 | 0.07% | 0.05% | 31 | +1,706 | 3.87% | Q2 2026 | Aug 04, 2026 |
| Algorithmic Investment Models, LLC | History | Added to | 45,378 | 1,213 | 1.4% | 1.47% | 32 | +9 | 0.02% | Q2 2026 | Aug 07, 2026 |
| Avestar Capital, LLC | History | Added to | 41,706 | 1,115 | 0.06% | 0.07% | 33 | +3,053 | 7.9% | Q2 2026 | Jul 29, 2026 |
| VestGen Advisors, LLC | History | Added to | 40,985 | 1,096 | 0.03% | 0.03% | 34 | +945 | 2.36% | Q2 2026 | Aug 11, 2026 |
| VestGen Investment Management | History | Added to | 40,138 | 1,073 | 0.57% | 0.51% | 35 | +4,877 | 13.83% | Q2 2026 | Jul 31, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 36,942 | 988 | 0.0% | 0.0% | 36 | -5,103 | -12.14% | Q2 2026 | Aug 14, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 36,459 | 975 | 0.15% | 0.16% | 37 | +1,688 | 4.85% | Q2 2026 | Jul 24, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | Added to | 36,273 | 971 | 0.64% | 0.35% | 38 | +16,852 | 86.77% | Q2 2026 | Jul 06, 2026 |
| WAYSTONE ADVISORS LLC | History | Added to | 32,668 | 873 | 0.65% | 0.68% | 39 | +3,689 | 12.73% | Q2 2026 | Jul 16, 2026 |
| Ascent Group, LLC | History | Added to | 16,319 | 436 | 0.01% | 0.01% | 40 | +344 | 2.15% | Q2 2026 | Aug 03, 2026 |
| MILLINGTON SECURITIES, LLC | History | No change | 13,740 | 361 | 0.1% | 0.1% | 41 | 0 | 0.0% | Q1 2026 | Jul 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 13,075 | 350 | 0.0% | — | 42 | +13,075 | New | Q2 2026 | Jul 27, 2026 |
| Reyes Financial Architecture, Inc. | History | Reduced | 12,879 | 344 | 0.19% | 6.56% | 43 | -291,843 | -95.77% | Q2 2026 | Jul 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 12,833 | 333 | 0.0% | 0.0% | 44 | -2,088 | -13.99% | Q2 2026 | Aug 12, 2026 |
| Kingsview Wealth Management, LLC | History | New | 11,912 | 318 | 0.0% | — | 45 | +11,912 | New | Q2 2026 | Aug 18, 2026 |
| Synergy Asset Management, LLC | History | New | 11,462 | 306 | 0.03% | — | 46 | +11,462 | New | Q2 2026 | Jul 22, 2026 |
| Ignite Planners, LLC | History | Added to | 11,438 | 305 | 0.04% | 0.05% | 47 | +99 | 0.87% | Q2 2026 | Jul 23, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 9,863 | 263 | 0.03% | 0.05% | 48 | -6,207 | -38.62% | Q2 2026 | Jul 23, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 9,637 | 257 | 0.06% | 0.1% | 49 | -4,103 | -29.86% | Q2 2026 | Aug 11, 2026 |
| Worth Asset Management, LLC | History | New | 8,736 | 233 | 0.07% | — | 50 | +8,736 | New | Q2 2026 | Jul 08, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 7,734 | 206 | 0.0% | 0.0% | 51 | +7,527 | 3636.23% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | New | 7,167 | 191 | 0.0% | — | 52 | +7,167 | New | Q2 2026 | Jul 20, 2026 |
| Global Retirement Partners, LLC | History | New | 5,376 | 143 | 0.0% | — | 53 | +5,376 | New | Q2 2026 | Aug 06, 2026 |
| NVWM, LLC | History | New | 4,365 | 116 | 0.02% | — | 54 | +4,365 | New | Q2 2026 | Jul 28, 2026 |
| Parallel Advisors, LLC | History | Reduced | 4,305 | 115 | 0.0% | 0.0% | 55 | -310 | -6.72% | Q2 2026 | Aug 05, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | New | 2,746 | 73 | 0.01% | — | 56 | +2,746 | New | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,674 | 71 | 0.0% | 0.0% | 57 | +1,320 | 97.49% | Q2 2026 | Aug 05, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 1,690 | 45 | 0.01% | — | 58 | +1,690 | New | Q2 2026 | Aug 27, 2026 |
| UBS Group AG | History | Reduced | 1,206 | 32 | 0.0% | 0.0% | 59 | -34,640 | -96.64% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,191 | 31 | 0.0% | 0.0% | 60 | +281 | 30.88% | Q2 2026 | Jul 23, 2026 |
| AE Wealth Management LLC | History | Added to | 733 | 19 | 0.0% | 0.0% | 61 | +53 | 7.79% | Q2 2026 | Aug 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 652 | 17 | 0.0% | 0.0% | 62 | +78 | 13.59% | Q2 2026 | Aug 12, 2026 |
| Cape Investment Advisory, Inc. | History | New | 590 | 15 | 0.0% | — | 63 | +590 | New | Q2 2026 | Jul 23, 2026 |
| Highland Investment Advisors LLC | History | New | 380 | 10 | 0.0% | — | 64 | +380 | New | Q2 2026 | Aug 13, 2026 |
| PMV Capital Advisers, LLC | History | New | 287 | 7 | 0.01% | — | 66 | +287 | New | Q2 2026 | Aug 14, 2026 |
| Johnson Financial Group, Inc. | History | No change | 284 | 7 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 230 | 6 | 0.0% | 0.0% | 67 | -905 | -79.74% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 233 | 6 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Buck Wealth Strategies, LLC | History | New | 214 | 5 | 0.0% | — | 70 | +214 | New | Q2 2026 | Jul 30, 2026 |
| Rossby Financial, LCC | History | Added to | 224 | 5 | 0.0% | 0.0% | 69 | +5 | 2.28% | Q2 2026 | Aug 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 164 | 4 | 0.0% | — | 71 | +164 | New | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 127 | 3 | 0.0% | — | 72 | +127 | New | Q2 2026 | Aug 07, 2026 |
| Continuum Advisory, LLC | History | New | 113 | 3 | 0.0% | — | 73 | +113 | New | Q2 2026 | Aug 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 85 | 2 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 25 | 1 | 0.0% | 0.0% | 75 | -1,164 | -97.9% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 51 | 1 | 0.0% | 0.0% | 76 | -55 | -51.89% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -512,482 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -125,855 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -92,765 | -100.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -71,086 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -51,650 | -100.0% | Q2 2026 | Jul 17, 2026 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -38,149 | -100.0% | Q2 2026 | Jul 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -37,125 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -17,549 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,538 | -100.0% | Q2 2026 | Aug 13, 2026 |
| PFG Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,629 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Merit Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,005 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Kaizen Financial Strategies | History | Closed out | 0 | 0 | — | 0.09% | — | -8,000 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Horizon Investments, LLC | History | Reduced | 12 | 0 | — | 0.0% | — | -98 | -89.09% | Q2 2026 | Aug 13, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q2 2026 | Jul 01, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Aug 11, 2026 |