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WisdomTree Bloomberg US Dollar Bullish Fund
USDU

Overview Fund Activity

53 hedge funds and large institutions have $99.7M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
-4
Holders Change %
-7.02%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
14
Increased
12
Reduced
18
Closed
18
Calls
$1.26M
Puts
$1.48M
Net Calls
-$229K
Net Calls Change
-$755K

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$14.2M
2
MSCM
McElhenny Sheffield Capital Management
Texas
+$13.4M
3
VCM
Virtue Capital Management
Tennessee
+$4.88M
4
HighTower Advisors
HighTower Advisors
Illinois
+$3.07M
5
AIM
Advyzon Investment Management
Illinois
+$2.96M

Top Sellers

1
VA
Vident Advisory
Georgia
-$9.33M
2
LPL Financial
LPL Financial
California
-$8.95M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.64M
4
EF
Empowered Funds
Pennsylvania
-$5.49M
5
AWM
Accurate Wealth Management
Florida
-$4.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$327K -$10.9K -422 -3%
WI
27
WBI Investments
New Jersey
$314K +$5.8K +225 +2%
Osaic Holdings
28
Osaic Holdings
Arizona
$308K +$68.4K +2,473 +28%
LPL Financial
29
LPL Financial
California
$300K -$8.95M -347,174 -97%
DFP
30
Defined Financial Planning
California
$246K -$152K -5,786 -38%
IFA
31
Interactive Financial Advisors
Illinois
$223K -$567 -22 -0.3%
RFA
32
Reyes Financial Architecture
California
$133K +$6.08K +236 +5%
UBS Group
33
UBS Group
Switzerland
$120K +$85K +3,299 +245%
Simplex Trading
34
Simplex Trading
Illinois
$68K +$68K +2,672 New
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$36.7K -$35.5K -1,377 -49%
AWM
36
AE Wealth Management
Kansas
$17.5K +$7.24K +281 +70%
PCA
37
PMV Capital Advisers
Texas
$17.2K -$883K -34,265 -98%
HI
38
Harbour Investments
Wisconsin
$14.1K – – –
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$12.9K – – –
AAS
40
Ameritas Advisory Services
Nebraska
$12.6K -$2.32M -89,959 -99%
AssetMark Inc
41
AssetMark Inc
California
$10.4K -$201K -7,803 -95%
CIBC Private Wealth Group
42
CIBC Private Wealth Group
Georgia
$9.69K +$9.69K +376 New
IRC
43
Investors Research Corp
Georgia
$4.38K – – –
William Blair & Company
44
William Blair & Company
Illinois
$2.19K -$7.88K -306 -78%
SAM
45
Smartleaf Asset Management
Massachusetts
$1.73K – – –
Comerica Bank
46
Comerica Bank
Texas
$1.29K – – –
Raymond James Financial
47
Raymond James Financial
Florida
$1.08K +$1.08K +42 New
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$1K -$15.6K -391 -94%
GWSA
49
Global Wealth Strategies & Associates
Colorado
$773 – – –
TH
50
TCTC Holdings
Texas
$567 – – –
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