WisdomTree Trust - USDU
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 583,151 | 15,045 | 0.02% | — | 1 | +583,151 | New | Q4 2025 | Feb 12, 2026 |
| GenWealth Group, Inc. | History | Reduced | 580,385 | 14,985 | 2.55% | 3.14% | 2 | -57,910 | -9.07% | Q4 2025 | Jan 12, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Added to | 513,243 | 13,241 | 0.68% | 0.69% | 3 | +938 | 0.18% | Q4 2025 | Jan 27, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 404,396 | 10,433 | 1.21% | 0.45% | 4 | +305,287 | 308.03% | Q4 2025 | Feb 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 378,246 | 9,758 | 0.45% | 0.17% | 5 | +248,501 | 191.53% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | New | 341,999 | 8,823 | 0.0% | — | 6 | +341,999 | New | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 284,986 | 7,352 | 0.0% | 0.0% | 7 | +248,774 | 686.99% | Q4 2025 | Feb 17, 2026 |
| Maridea Wealth Management LLC | History | Added to | 225,417 | 5,815 | 0.87% | 0.52% | 8 | +99,474 | 78.98% | Q4 2025 | Jan 08, 2026 |
| Summit Place Financial Advisors, LLC | History | Reduced | 201,028 | 5,186 | 2.51% | 2.56% | 9 | -4,564 | -2.22% | Q4 2025 | Feb 02, 2026 |
| MORGAN STANLEY | History | Added to | 197,305 | 5,090 | 0.0% | 0.0% | 10 | +35,433 | 21.89% | Q4 2025 | Feb 13, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 171,248 | 4,418 | 0.79% | 0.85% | 11 | +5,538 | 3.34% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | New | 148,563 | 3,832 | 0.04% | — | 12 | +148,563 | New | Q4 2025 | Jan 23, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 136,509 | 3,521 | 0.06% | 0.05% | 13 | +10,803 | 8.59% | Q4 2025 | Jan 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 124,969 | 3,224 | 0.0% | 0.0% | 14 | +14,318 | 12.94% | Q4 2025 | Feb 06, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 118,061 | 3,045 | 0.0% | 0.0% | 15 | +40,827 | 52.86% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 112,149 | 2,893 | 0.0% | 0.0% | 16 | +89,217 | 389.05% | Q4 2025 | Feb 10, 2026 |
| Vident Advisory, LLC | History | New | 73,501 | 1,896 | 0.02% | — | 17 | +73,501 | New | Q4 2025 | Feb 18, 2026 |
| Rockefeller Capital Management L.P. | History | New | 54,792 | 1,413 | 0.0% | — | 18 | +54,792 | New | Q4 2025 | Mar 16, 2026 |
| ASSETMARK, INC | History | Added to | 54,529 | 1,406 | 0.0% | 0.0% | 19 | +54,207 | 16834.47% | Q4 2025 | Jan 23, 2026 |
| COWA, LLC | History | Added to | 49,285 | 1,271 | 0.39% | 0.1% | 20 | +37,962 | 335.26% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 47,117 | 1,215 | 0.0% | 0.0% | 21 | +34,032 | 260.08% | Q4 2025 | Feb 11, 2026 |
| Hilltop Holdings Inc. | History | New | 46,607 | 1,202 | 0.07% | — | 22 | +46,607 | New | Q4 2025 | Feb 17, 2026 |
| Avestar Capital, LLC | History | Reduced | 40,397 | 1,042 | 0.07% | 0.1% | 23 | -19,571 | -32.64% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 35,498 | 915 | 0.0% | 0.0% | 24 | -97,562 | -73.32% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 34,146 | 880 | 0.0% | 0.0% | 25 | -90,518 | -72.61% | Q4 2025 | Feb 12, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 33,388 | 861 | 0.15% | 0.16% | 26 | +1,960 | 6.24% | Q4 2025 | Jan 07, 2026 |
| WBI INVESTMENTS, LLC | History | Added to | 24,026 | 619 | 0.16% | 0.15% | 27 | +1,172 | 5.13% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | New | 21,459 | 563 | 0.0% | — | 28 | +21,459 | New | Q4 2025 | Feb 02, 2026 |
| GTS SECURITIES LLC | History | New | 11,395 | 293 | 0.01% | — | 29 | +11,395 | New | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 7,928 | 205 | 0.0% | — | 30 | +7,928 | New | Q4 2025 | Feb 17, 2026 |
| PMV Capital Advisers, LLC | History | New | 5,282 | 136 | 0.25% | — | 31 | +5,282 | New | Q4 2025 | Jan 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 4,799 | 123 | 0.0% | 0.0% | 32 | -785 | -14.06% | Q4 2025 | Feb 17, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 4,252 | 109 | 0.07% | — | 33 | +4,252 | New | Q4 2025 | Jan 26, 2026 |
| Parallel Advisors, LLC | History | New | 3,710 | 95 | 0.0% | — | 34 | +3,710 | New | Q4 2025 | Feb 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 2,639 | 68 | 0.02% | — | 35 | +2,639 | New | Q4 2025 | Feb 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,776 | 45 | 0.0% | — | 36 | +1,776 | New | Q4 2025 | Jan 21, 2026 |
| AE Wealth Management LLC | History | No change | 1,680 | 43 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,000 | 25 | 0.0% | 0.0% | 38 | -439 | -30.51% | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 956 | 24 | 0.0% | 0.0% | 39 | +580 | 154.26% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | No change | 832 | 21 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 611 | 15 | 0.0% | 0.0% | 41 | +64 | 11.7% | Q4 2025 | Feb 09, 2026 |
| Horizon Investments, LLC | History | Added to | 360 | 9 | 0.0% | 0.0% | 42 | +85 | 30.91% | Q4 2025 | Feb 02, 2026 |
| Global Retirement Partners, LLC | History | New | 159 | 4 | 0.0% | — | 43 | +159 | New | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 163 | 4 | 0.0% | 0.0% | 44 | +44 | 36.97% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Added to | 100 | 2 | 0.0% | 0.0% | 45 | +50 | 100.0% | Q4 2025 | Jan 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 85 | 2 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Trek Financial, LLC | History | Closed out | 0 | 0 | — | 0.51% | — | -323,715 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Fortis Group Advisors, LLC | History | Closed out | 0 | 0 | — | 0.63% | — | -136,304 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Legacy Capital Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -21,040 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,623 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -490 | -100.0% | Q3 2025 | Nov 06, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -113 | -100.0% | Q3 2025 | Nov 04, 2025 |
| FMR LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TCTC Holdings, LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Global Wealth Strategies & Associates | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |