Vault-13

WISDOMTREE TR USDU

BLMBG US BULL · ETP · CUSIP 97717W471

76 institutional holders +9 vs Q1 2026
10,881,38910.9m shares reported held*
$291.0mreported value*
21 new 32 added 17 reduced 14 sold out net bought ≈ $46.9m (+1.8m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($391.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $26.74. Options: 1 managers hold calls ($1.3m notional), 1 hold puts ($382.5k).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 63Q4 22: 58Q1 23: 58Q2 23: 45Q3 23: 47Q4 23: 54Q1 24: 49Q2 24: 63Q3 24: 48Q4 24: 71Q1 25: 58Q2 25: 55Q3 25: 42Q4 25: 50Q1 26: 67Q2 26: 7676Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202263
Q4 202258
Q1 202358
Q2 202345
Q3 202347
Q4 202354
Q1 202449
Q2 202463
Q3 202448
Q4 202471
Q1 202558
Q2 202555
Q3 202542
Q4 202550
Q1 202667
Q2 202676

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 22 bought or addedQ3 24: 40 cut or sold outQ4 24: 45 bought or addedQ4 24: 23 cut or sold outQ4 24Q1 25: 28 bought or addedQ1 25: 44 cut or sold outQ2 25: 26 bought or addedQ2 25: 37 cut or sold outQ2 25Q3 25: 21 bought or addedQ3 25: 34 cut or sold outQ4 25: 37 bought or addedQ4 25: 15 cut or sold outQ4 25Q1 26: 47 bought or addedQ1 26: 27 cut or sold outQ2 26: 53 bought or addedQ2 26: 31 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242240
Q4 20244523
Q1 20252844
Q2 20252637
Q3 20252134
Q4 20253715
Q1 20264727
Q2 20265331

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500k$1m$1.5mQ3 25 calls: $501.3kQ3 25 puts: $844.5kQ3 25P/C 1.68Q4 25 calls: $0Q4 25 puts: $203.8kQ4 25P/C —Q1 26 calls: $937.3kQ1 26 puts: $510.8kQ1 26P/C 0.54Q2 26 calls: $1.3mQ2 26 puts: $382.5kQ2 26P/C 0.29
Numbers
QuarterCallsPutsP/C
Q3 2025$501.3k$844.5k1.68
Q4 2025$0$203.8k—
Q1 2026$937.3k$510.8k0.54
Q2 2026$1.3m$382.5k0.29

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +627,168+627.2k
Ausdal Financial Partners, Inc. Added +346,527+346.5k
Advyzon Investment Management, LLC Added +333,378+333.4k
Beacon Capital Management, Inc. New +302,785+302.8k
Fortis Group Advisors, LLC New +297,428+297.4k
Ameritas Advisory Services, LLC Added +285,958+286.0k
MORGAN STANLEY Added +255,408+255.4k
LPL Financial LLC Added +201,030+201.0k
Wealth High Governance Asset Management Ltda. New +186,800+186.8k
Capital Advisor Network LLC Added +95,452+95.5k

Biggest sellers

Empowered Funds, LLC Sold out -512,482-512.5k
Encompass More Asset Management Reduced -309,611-309.6k
Reyes Financial Architecture, Inc. Reduced -291,843-291.8k
HighTower Advisors, LLC Reduced -136,055-136.1k
JANE STREET GROUP, LLC Sold out -125,855-125.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -92,765-92.8k
Thrivent Financial for Lutherans Sold out -71,086-71.1k
CITADEL ADVISORS LLC Reduced -54,088-54.1k
Farther Finance Advisors, LLC Sold out -51,650-51.6k
GeoWealth Management, LLC Sold out -38,149-38.1k

Biggest calls

CITADEL ADVISORS LLC Added $1.3m50.0k shares

Biggest puts

CITADEL ADVISORS LLC Reduced $382.5k14.3k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ASSETMARK, INC 0.14% of their portfolio CONCORD, CA 3,101,5903.1m $83.0m $83.0m 0.14% Reduced -27.8k -27,805
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 827,284827.3k $22.1m $22.1m 0.01% Added +627.2k +627,168
3 GenWealth Group, Inc. 3.26% of their portfolio Maplewood, NJ 781,534781.5k $20.9m $20.9m 3.26% Added +22.3k +22,302
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 750,805750.8k $20.1m $20.1m 0.00% Added +255.4k +255,408
5 Ausdal Financial Partners, Inc. 0.59% of their portfolio Davenport, IA 565,839565.8k $15.1m $15.1m 0.59% Added +346.5k +346,527
6 OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 0.83% of their portfolio SAN FRANCISCO, CA 556,910556.9k $14.9m $14.9m 0.83% Added +26.2k +26,171
7 Advyzon Investment Management, LLC 1.07% of their portfolio LISLE, IL 553,489553.5k $14.8m $14.8m 1.07% Added +333.4k +333,378
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 353,695353.7k $9.5m $9.5m 0.00% Added +201.0k +201,030
9 Ameritas Advisory Services, LLC 0.18% of their portfolio Lincoln, NE 326,163326.2k $8.7m $8.7m 0.18% Added +286.0k +285,958
10 Beacon Capital Management, Inc. 0.49% of their portfolio DAYTON, OH 302,785302.8k $8.1m $8.1m 0.49% New
11 Fortis Group Advisors, LLC 1.27% of their portfolio WESTWOOD, NJ 297,428297.4k $8.0m $8.0m 1.27% New
12 Summit Place Financial Advisors, LLC 2.24% of their portfolio SUMMIT, NJ 191,313191.3k $5.1m $5.1m 2.24% Added +6.6k +6,610
13 Wealth High Governance Asset Management Ltda. 0.53% of their portfolio SAO PAULO, D5 186,800186.8k $5.0m $5.0m 0.53% New
14 Maridea Wealth Management LLC 0.50% of their portfolio BROOKLYN, NY 170,411170.4k $4.6m $4.6m 0.50% Added +70.3k +70,297
15 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 169,260169.3k $4.5m $4.5m 0.00% Reduced -136.1k -136,055
16 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 153,319153.3k $4.1m $4.1m 0.00% Added +39.2k +39,196
17 Encompass More Asset Management 0.51% of their portfolio Danville, CA 129,226129.2k $3.5m $3.5m 0.51% Reduced -309.6k -309,611
18 J. Safra Sarasin Holding AG 0.05% of their portfolio BASEL, V8 119,357119.4k $3.1m $3.1m 0.05% Unchanged
19 Capital Advisor Network LLC 3.20% of their portfolio LAFAYETTE, IN 95,72195.7k $2.6m $2.6m 3.20% Added +95.5k +95,452
20 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 94,81294.8k $2.5m $2.5m 0.00% Reduced -4.8k -4,827
21 Legacy Wealth Partners, LLC 0.51% of their portfolio Lakewood, CO 85,67785.7k $2.3m $2.3m 0.51% Added +14.6k +14,594
22 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 81,53581.5k $2.2m $2.2m 0.02% Added +54.8k +54,769
23 COWA, LLC 0.52% of their portfolio Tulsa, OK 77,74177.7k $2.1m $2.1m 0.52% Added +23.2k +23,163
24 Camarda Financial Advisors, LLC 0.62% of their portfolio FLEMING ISLAND, FL 76,78276.8k $2.1m $2.1m 0.62% New
25 Vident Advisory, LLC 0.01% of their portfolio Alpharetta, GA 73,24873.2k $2.0m $2.0m 0.01% New
26 Balefire, LLC 0.28% of their portfolio DALLAS, TX 63,22063.2k $1.7m $1.7m 0.28% Reduced -994 -994
27 FSA Investment Group, LLC 0.54% of their portfolio Pensacola, FL 62,58962.6k $1.7m $1.7m 0.54% New
28 THOR TRADING ADVISORS, LLC 0.42% of their portfolio GREENSBURG, PA 50,02850.0k $1.3m $1.3m 0.42% New
29 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 46,44546.4k $1.2m $1.2m 0.01% New
30 Gateway Wealth Partners, LLC 0.07% of their portfolio APPLETON, WI 45,81645.8k $1.2m $1.2m 0.07% Added +1.7k +1,706
31 Algorithmic Investment Models, LLC 1.41% of their portfolio Boston, MA 45,37845.4k $1.2m $1.2m 1.41% Added +9 +9
32 Avestar Capital, LLC 0.07% of their portfolio New York, NY 41,70641.7k $1.1m $1.1m 0.07% Added +3.1k +3,053
33 VestGen Advisors, LLC 0.03% of their portfolio CHICAGO, IL 40,98541.0k $1.1m $1.1m 0.03% Added +945 +945
34 VestGen Investment Management 0.57% of their portfolio EGG HARBOR TOWNSHIP, NJ 40,13840.1k $1.1m $1.1m 0.57% Added +4.9k +4,877
35 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 36,94236.9k $988.2k $988.2k 0.00% Reduced -5.1k -5,103
36 Sovereign Financial Group, Inc. 0.15% of their portfolio STAMFORD, CT 36,45936.5k $975.3k $975.3k 0.15% Added +1.7k +1,688
37 MOULTON WEALTH MANAGEMENT, INC 0.64% of their portfolio SPOKANE, WA 36,27336.3k $971.6k $971.6k 0.64% Added +16.9k +16,852
38 WAYSTONE ADVISORS LLC 0.65% of their portfolio REDMOND, WA 32,66832.7k $873.9k $873.9k 0.65% Added +3.7k +3,689
39 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 26,15026.1k $700.0k $700.0k 0.00% New
40 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 20,55720.6k $549.9k $549.9k 0.00% Reduced -54.1k -54,088
41 Ascent Group, LLC 0.01% of their portfolio VIRGINIA BEACH, VA 16,31916.3k $436.5k $436.5k 0.01% Added +344 +344
42 Reyes Financial Architecture, Inc. 0.19% of their portfolio SAN DIEGO, CA 12,87912.9k $344.5k $344.5k 0.19% Reduced -291.8k -291,843
43 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 12,83312.8k $333.7k $333.7k 0.00% Reduced -2.1k -2,088
44 Kingsview Wealth Management, LLC 0.00% of their portfolio GRANTS PASS, OR 11,91211.9k $318.6k $318.6k 0.00% New
45 Synergy Asset Management, LLC 0.03% of their portfolio VANCOUVER, WA 11,46211.5k $306.6k $306.6k 0.03% New
46 Ignite Planners, LLC 0.04% of their portfolio SAN CLEMENTE, CA 11,43811.4k $306.0k $306.0k 0.04% Added +99 +99
47 Brookwood Investment Group LLC 0.03% of their portfolio PHOENIX, AZ 9,8639.9k $263.8k $263.8k 0.03% Reduced -6.2k -6,207
48 WBI INVESTMENTS, LLC 0.06% of their portfolio RED BANK, NJ 9,6379.6k $257.8k $257.8k 0.06% Reduced -4.1k -4,103
49 Worth Asset Management, LLC 0.07% of their portfolio DALLAS, TX 8,7368.7k $233.7k $233.7k 0.07% New
50 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 7,7347.7k $206.9k $206.9k 0.00% Added +7.5k +7,527
51 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 7,1677.2k $191.7k $191.7k 0.00% New
52 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 5,3765.4k $143.8k $143.8k 0.00% First filing
53 NVWM, LLC 0.02% of their portfolio YARDLEY, PA 4,3654.4k $116.8k $116.8k 0.02% New
54 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 4,3054.3k $115.2k $115.2k 0.00% Reduced -310 -310
55 FWL INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio Dallas, TX 2,7462.7k $73.5k $73.5k 0.01% New
56 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 2,6742.7k $71.5k $71.5k 0.00% Added +1.3k +1,320
57 TUCKER ASSET MANAGEMENT LLC 0.01% of their portfolio LITTLETON, CO 1,6901.7k $45.2k $45.2k 0.01% New
58 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,2061.2k $32.3k $32.3k 0.00% Reduced -34.6k -34,640
59 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 1,1911.2k $31.9k $31.9k 0.00% Added +281 +281
60 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 733733 $19.6k $19.6k 0.00% Added +53 +53
61 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 652652 $17.4k $17.4k 0.00% Added +78 +78
62 Cape Investment Advisory, Inc. 0.00% of their portfolio MCDONOUGH, GA 590590 $15.8k $15.8k 0.00% New
63 Highland Investment Advisors LLC 0.00% of their portfolio PONTE VEDRA, FL 380380 $10.2k $10.2k 0.00% First filing
64 PMV Capital Advisers, LLC 0.01% of their portfolio DALLAS, TX 287287 $7.7k $7.7k 0.01% New
65 Johnson Financial Group, Inc. 0.00% of their portfolio RACINE, WI 284284 $7.6k $7.6k 0.00% Unchanged
66 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 233233 $6.2k $6.2k 0.00% Unchanged
67 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 230230 $6.2k $6.2k 0.00% Reduced -905 -905
68 Rossby Financial, LCC 0.00% of their portfolio MELBOURNE, FL 224224 $6.0k $6.0k 0.00% Added +5 +5
69 Buck Wealth Strategies, LLC 0.00% of their portfolio DENVER, CO 214214 $5.7k $5.7k 0.00% New
70 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 164164 $4.4k $4.4k 0.00% Added +164 +164
71 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 127127 $3.4k $3.4k 0.00% New
72 Continuum Advisory, LLC 0.00% of their portfolio EAGLE, ID 113113 $3.0k $3.0k 0.00% New
73 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 8585 $2.3k $2.3k 0.00% Unchanged
74 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 5151 $1.4k $1.4k 0.00% Reduced -55 -55
75 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2525 $1.0k $1.0k 0.00% Reduced -1.2k -1,164
76 Horizon Investments, LLC 0.00% of their portfolio Charlotte, NC 1212 $321 $321 0.00% Reduced -98 -98