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 | Added to | 3,129,395 | 82,396 | 0.17% | 0.0% | 1 | +3,074,866 | 5638.96% | Q1 2026 | May 06, 2026 |
| GenWealth Group, Inc. | History | Added to | 759,232 | 19,990 | 3.42% | 2.55% | 2 | +178,847 | 30.82% | Q1 2026 | May 11, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Added to | 530,739 | 13,974 | 0.74% | 0.68% | 3 | +17,496 | 3.41% | Q1 2026 | Apr 27, 2026 |
| Empowered Funds, LLC | History | New | 512,482 | 13,493 | 0.09% | — | 4 | +512,482 | New | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 495,397 | 13,043 | 0.0% | 0.0% | 5 | +298,092 | 151.08% | Q1 2026 | May 15, 2026 |
| Encompass More Asset Management | History | New | 438,837 | 11,554 | 1.94% | — | 6 | +438,837 | New | Q1 2026 | Apr 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 305,315 | 8,038 | 0.01% | 0.0% | 7 | +180,346 | 144.31% | Q1 2026 | May 05, 2026 |
| Reyes Financial Architecture, Inc. | History | Added to | 304,722 | 8,023 | 6.56% | 0.07% | 8 | +300,470 | 7066.56% | Q1 2026 | May 11, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 220,111 | 5,795 | 0.52% | 1.21% | 9 | -184,285 | -45.57% | Q1 2026 | May 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 219,312 | 5,774 | 0.26% | 0.45% | 10 | -158,934 | -42.02% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 200,116 | 5,269 | 0.0% | 0.0% | 11 | +87,967 | 78.44% | Q1 2026 | May 04, 2026 |
| Summit Place Financial Advisors, LLC | History | Reduced | 184,703 | 4,863 | 2.34% | 2.51% | 12 | -16,325 | -8.12% | Q1 2026 | May 01, 2026 |
| LPL Financial LLC | History | Added to | 152,665 | 4,019 | 0.0% | 0.0% | 13 | +105,548 | 224.01% | Q1 2026 | May 06, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 129,645 | 3,413 | 0.0% | 0.0% | 14 | +11,584 | 9.81% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 125,855 | 3,313 | 0.0% | 0.0% | 15 | +91,709 | 268.58% | Q1 2026 | May 12, 2026 |
| J. Safra Sarasin Holding AG | History | Reduced | 119,357 | 3,142 | 0.05% | 0.06% | 16 | -17,152 | -12.56% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | New | 114,123 | 3,004 | 0.0% | — | 17 | +114,123 | New | Q1 2026 | May 13, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 100,114 | 2,635 | 0.38% | 0.87% | 18 | -125,303 | -55.59% | Q1 2026 | Apr 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 99,639 | 2,623 | 0.0% | 0.0% | 19 | +94,840 | 1976.25% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 92,765 | 2,442 | 0.0% | 0.0% | 20 | -192,221 | -67.45% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 71,086 | 1,872 | 0.0% | — | 21 | +71,086 | New | Q1 2026 | May 01, 2026 |
| Legacy Wealth Partners, LLC | History | New | 71,083 | 1,871 | 0.47% | — | 22 | +71,083 | New | Q1 2026 | Apr 17, 2026 |
| Balefire, LLC | History | New | 64,214 | 1,690 | 0.32% | — | 23 | +64,214 | New | Q1 2026 | May 07, 2026 |
| COWA, LLC | History | Added to | 54,578 | 1,437 | 0.39% | 0.39% | 24 | +5,293 | 10.74% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 51,650 | 1,357 | 0.01% | 0.04% | 25 | -96,913 | -65.23% | Q1 2026 | Apr 07, 2026 |
| Algorithmic Investment Models, LLC | History | New | 45,369 | 1,194 | 1.47% | — | 26 | +45,369 | New | Q1 2026 | May 14, 2026 |
| Gateway Wealth Partners, LLC | History | New | 44,110 | 1,161 | 0.05% | — | 27 | +44,110 | New | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 42,045 | 1,107 | 0.0% | 0.0% | 28 | +6,547 | 18.44% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | New | 40,205 | 1,058 | 0.04% | — | 29 | +40,205 | New | Q1 2026 | May 12, 2026 |
| VestGen Advisors, LLC | History | New | 40,040 | 1,037 | 0.03% | — | 30 | +40,040 | New | Q1 2026 | May 14, 2026 |
| Avestar Capital, LLC | History | Reduced | 38,653 | 1,017 | 0.07% | 0.07% | 31 | -1,744 | -4.32% | Q1 2026 | May 13, 2026 |
| GeoWealth Management, LLC | History | New | 38,149 | 1,004 | 0.04% | — | 32 | +38,149 | New | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 37,125 | 977 | 0.0% | — | 33 | +37,125 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 35,846 | 943 | 0.0% | 0.0% | 34 | +35,014 | 4208.41% | Q1 2026 | May 05, 2026 |
| VestGen Investment Management | History | New | 35,261 | 928 | 0.51% | — | 35 | +35,261 | New | Q1 2026 | May 12, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 34,771 | 915 | 0.16% | 0.15% | 36 | +1,383 | 4.14% | Q1 2026 | Apr 17, 2026 |
| WAYSTONE ADVISORS LLC | History | New | 28,979 | 763 | 0.68% | — | 37 | +28,979 | New | Q1 2026 | Apr 16, 2026 |
| Atria Investments, Inc | History | New | 26,766 | 704 | 0.01% | — | 38 | +26,766 | New | Q1 2026 | May 05, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | New | 19,421 | 510 | 0.35% | — | 39 | +19,421 | New | Q1 2026 | Apr 08, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 17,549 | 462 | 0.04% | 0.07% | 40 | -29,058 | -62.35% | Q1 2026 | May 14, 2026 |
| Brookwood Investment Group LLC | History | New | 16,070 | 423 | 0.05% | — | 41 | +16,070 | New | Q1 2026 | May 04, 2026 |
| Ascent Group, LLC | History | New | 15,975 | 420 | 0.01% | — | 42 | +15,975 | New | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 14,921 | 392 | 0.0% | — | 43 | +14,921 | New | Q1 2026 | May 13, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 13,740 | 361 | 0.1% | 0.16% | 44 | -10,286 | -42.81% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 11,538 | 303 | 0.0% | 0.0% | 45 | -43,254 | -78.94% | Q1 2026 | May 14, 2026 |
| Ignite Planners, LLC | History | New | 11,339 | 298 | 0.05% | — | 46 | +11,339 | New | Q1 2026 | Apr 17, 2026 |
| PFG Investments, LLC | History | New | 8,629 | 227 | 0.01% | — | 47 | +8,629 | New | Q1 2026 | Apr 27, 2026 |
| Merit Financial Group, LLC | History | New | 8,005 | 210 | 0.0% | — | 48 | +8,005 | New | Q1 2026 | Apr 15, 2026 |
| Kaizen Financial Strategies | History | New | 8,000 | 207 | 0.09% | — | 49 | +8,000 | New | Q1 2026 | May 01, 2026 |
| Parallel Advisors, LLC | History | Added to | 4,615 | 121 | 0.0% | 0.0% | 50 | +905 | 24.39% | Q1 2026 | Jun 02, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 2,639 | 68 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,354 | 35 | 0.0% | — | 52 | +1,354 | New | Q1 2026 | May 01, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,189 | 32 | 0.0% | 0.0% | 53 | -6,739 | -85.0% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,135 | 30 | 0.0% | 0.0% | 54 | +135 | 13.5% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 956 | 24 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 910 | 23 | 0.0% | — | 56 | +910 | New | Q1 2026 | May 05, 2026 |
| Western Wealth Management, LLC | History | New | 761 | 20 | 0.0% | — | 57 | +761 | New | Q1 2026 | May 19, 2026 |
| AE Wealth Management LLC | History | Reduced | 680 | 17 | 0.0% | 0.0% | 58 | -1,000 | -59.52% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 574 | 15 | 0.0% | 0.0% | 59 | -37 | -6.06% | Q1 2026 | May 15, 2026 |
| Johnson Financial Group, Inc. | History | New | 284 | 7 | 0.0% | — | 60 | +284 | New | Q1 2026 | May 07, 2026 |
| Capital Advisor Network LLC | History | New | 269 | 7 | 0.01% | — | 61 | +269 | New | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 233 | 6 | 0.0% | 0.0% | 62 | +70 | 42.94% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | New | 219 | 5 | 0.0% | — | 64 | +219 | New | Q1 2026 | May 11, 2026 |
| Qube Research & Technologies Ltd | History | New | 207 | 5 | 0.0% | — | 63 | +207 | New | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 159 | 4 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Horizon Investments, LLC | History | Reduced | 110 | 2 | 0.0% | 0.0% | 68 | -250 | -69.44% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 106 | 2 | 0.0% | — | 69 | +106 | New | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 100 | 2 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 85 | 2 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -583,151 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -341,999 | -100.0% | Q1 2026 | May 05, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.79% | — | -171,248 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -73,501 | -100.0% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -21,459 | -100.0% | Q1 2026 | Apr 27, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,395 | -100.0% | Q1 2026 | May 14, 2026 |
| PMV Capital Advisers, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -5,282 | -100.0% | Q1 2026 | Apr 16, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,776 | -100.0% | Q1 2026 | Apr 28, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q1 2026 | May 07, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 15, 2026 |
| Global Wealth Strategies & Associates | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |