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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 827,284 | 22,129 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| GenWealth Group, Inc. | History | Reduced | 780,822 | 21,058 | 3.28% | 3.26% | 2 | -712 | -0.09% | Q3 2026 | Oct 16, 2026 |
| MORGAN STANLEY | History | No change | 750,805 | 20,084 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 565,839 | 15,136 | 0.59% | 0.59% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 556,910 | 14,897 | 0.83% | 0.83% | 5 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Advyzon Investment Management, LLC | History | No change | 553,489 | 14,805 | 1.07% | 1.07% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Encompass More Asset Management | History | Added to | 385,629 | 10,400 | 1.46% | 0.5% | 7 | +256,403 | 198.41% | Q3 2026 | Oct 16, 2026 |
| LPL Financial LLC | History | No change | 353,695 | 9,461 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 344,148 | 9,281 | 0.04% | — | 9 | +344,148 | New | Q3 2026 | Oct 28, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 326,163 | 8,724 | 0.18% | 0.18% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 295,259 | 7,963 | 0.5% | 0.49% | 11 | -7,526 | -2.49% | Q3 2026 | Oct 13, 2026 |
| Fortis Group Advisors, LLC | History | No change | 297,428 | 7,956 | 1.27% | 1.27% | 12 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| THOR TRADING ADVISORS, LLC | History | Added to | 238,989 | 6,445 | 2.19% | 0.42% | 13 | +188,961 | 377.71% | Q3 2026 | Nov 05, 2026 |
| FSA Investment Group, LLC | History | Added to | 238,285 | 6,426 | 2.05% | 0.54% | 14 | +175,696 | 280.71% | Q3 2026 | Oct 07, 2026 |
| ASSETMARK, INC | History | Reduced | 215,516 | 5,812 | 0.01% | 0.14% | 15 | -2,886,074 | -93.05% | Q3 2026 | Oct 21, 2026 |
| Wealth High Governance Asset Management Ltda. | History | No change | 186,800 | 4,996 | 0.53% | 0.53% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Place Financial Advisors, LLC | History | Reduced | 181,438 | 4,893 | 2.21% | 2.24% | 17 | -9,875 | -5.16% | Q3 2026 | Oct 23, 2026 |
| Maridea Wealth Management LLC | History | No change | 170,411 | 4,558 | 0.49% | 0.49% | 18 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | No change | 169,260 | 4,527 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 153,319 | 4,101 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 119,357 | 3,142 | 0.04% | 0.05% | 21 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Capital Advisor Network LLC | History | No change | 95,721 | 2,560 | 3.2% | 3.2% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 94,812 | 2,536 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triad Wealth Partners, LLC | History | New | 92,606 | 2,497 | 0.14% | — | 24 | +92,606 | New | Q3 2026 | Oct 26, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 87,337 | 2,355 | 0.25% | — | 25 | +87,337 | New | Q3 2026 | Oct 30, 2026 |
| CITADEL ADVISORS LLC | History | No change | 84,857 | 2,269 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Camarda Financial Advisors, LLC | History | No change | 76,782 | 2,053 | 0.62% | 0.62% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 73,248 | 1,959 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 46,445 | 1,242 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 45,816 | 1,225 | 0.07% | 0.07% | 30 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VestGen Investment Management | History | No change | 40,138 | 1,073 | 0.57% | 0.57% | 31 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 36,942 | 988 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | Reduced | 36,065 | 978 | 0.66% | 0.64% | 33 | -208 | -0.57% | Q3 2026 | Oct 09, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 36,459 | 975 | 0.15% | 0.15% | 34 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Atria Investments, Inc | History | Reduced | 33,627 | 906 | 0.01% | 0.02% | 35 | -47,908 | -58.76% | Q3 2026 | Oct 15, 2026 |
| WAYSTONE ADVISORS LLC | History | Reduced | 32,411 | 867 | 0.65% | 0.65% | 36 | -257 | -0.79% | Q3 2026 | Oct 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 13,069 | 352 | 0.0% | 0.0% | 37 | -6 | -0.05% | Q3 2026 | Nov 02, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 12,833 | 333 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 11,912 | 318 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Brookwood Investment Group LLC | History | No change | 9,863 | 263 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 9,534 | 257 | 0.07% | 0.06% | 41 | -103 | -1.07% | Q3 2026 | Nov 05, 2026 |
| Worth Asset Management, LLC | History | Added to | 9,489 | 255 | 0.07% | 0.07% | 42 | +753 | 8.62% | Q3 2026 | Oct 07, 2026 |
| Legacy Wealth Partners, LLC | History | Reduced | 9,200 | 248 | 0.05% | 0.51% | 43 | -76,477 | -89.26% | Q3 2026 | Oct 15, 2026 |
| Reyes Financial Architecture, Inc. | History | Reduced | 8,171 | 220 | 0.14% | 0.19% | 44 | -4,708 | -36.56% | Q3 2026 | Oct 21, 2026 |
| IFP Advisors, Inc | History | Added to | 7,893 | 212 | 0.0% | 0.0% | 45 | +726 | 10.13% | Q3 2026 | Oct 16, 2026 |
| Qube Research & Technologies Ltd | History | No change | 7,734 | 206 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,376 | 143 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parallel Advisors, LLC | History | Reduced | 3,155 | 85 | 0.0% | 0.0% | 48 | -1,150 | -26.71% | Q3 2026 | Nov 03, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 2,746 | 73 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,624 | 70 | 0.0% | 0.0% | 50 | -50 | -1.87% | Q3 2026 | Nov 05, 2026 |
| Heritage Family Offices, LLP | History | New | 1,539 | 41 | 0.01% | — | 51 | +1,539 | New | Q3 2026 | Nov 02, 2026 |
| UBS Group AG | History | No change | 1,206 | 32 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 769 | 20 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| AE Wealth Management LLC | History | No change | 733 | 19 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 652 | 17 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 562 | 15 | 0.0% | 0.0% | 56 | -28 | -4.75% | Q3 2026 | Oct 13, 2026 |
| Rossby Financial, LCC | History | Added to | 460 | 12 | 0.0% | 0.0% | 57 | +236 | 105.36% | Q3 2026 | Nov 05, 2026 |
| Highland Investment Advisors LLC | History | No change | 380 | 10 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Johnson Financial Group, Inc. | History | No change | 284 | 7 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PMV Capital Advisers, LLC | History | No change | 287 | 7 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 230 | 6 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 233 | 6 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 214 | 5 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 164 | 4 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 127 | 3 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Continuum Advisory, LLC | History | No change | 113 | 3 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 85 | 2 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | New | 39 | 1 | 0.0% | — | 70 | +39 | New | Q3 2026 | Nov 04, 2026 |
| ROYAL BANK OF CANADA | History | No change | 25 | 1 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 51 | 1 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COWA, LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -77,741 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Balefire, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -63,220 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Algorithmic Investment Models, LLC | History | Closed out | 0 | 0 | — | 1.4% | — | -45,378 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Avestar Capital, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -41,706 | -100.0% | Q3 2026 | Oct 28, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -40,985 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Ascent Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,319 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,462 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Ignite Planners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -11,438 | -100.0% | Q3 2026 | Oct 14, 2026 |
| NVWM, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,365 | -100.0% | Q3 2026 | Oct 14, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,690 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,191 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Horizon Investments, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |