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WisdomTree Bloomberg US Dollar Bullish Fund

54 hedge funds and large institutions have $100M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.38% more ownership

Funds ownership: 54.19%61.58% (+7.4%)

5% less funds holding

Funds holding: 5754 (-3)

14% less capital invested

Capital invested by funds: $116M → $100M (-$15.9M)

15% less call options, than puts

Call options by funds: $1.25M | Put options by funds: $1.48M

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

42% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 19

Holders
54
Holders Change
-3
Holders Change %
-5.26%
% 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
15
Increased
11
Reduced
19
Closed
18
Calls
$1.25M
Puts
$1.48M
Net Calls
-$229K
Net Calls Change
-$755K
Name Holding Trade Value Shares
Change
Change in
Stake
JHC
26
J. Hagan Capital
Kentucky
$338K +$340K +12,920 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$327K -$11.1K -422 -3%
WI
28
WBI Investments
New Jersey
$314K +$5.92K +225 +2%
LPL Financial
29
LPL Financial
California
$300K -$9.13M -347,174 -97%
DFP
30
Defined Financial Planning
California
$246K -$152K -5,786 -38%
IFA
31
Interactive Financial Advisors
Illinois
$223K -$579 -22 -0.3%
Osaic Holdings
32
Osaic Holdings
Arizona
$215K -$9.47K -360 -4%
RFA
33
Reyes Financial Architecture
California
$133K +$6.21K +236 +5%
UBS Group
34
UBS Group
Switzerland
$120K +$86.8K +3,299 +245%
Simplex Trading
35
Simplex Trading
Illinois
$68K +$70.3K +2,672 New
JP Morgan Chase
36
JP Morgan Chase
New York
$36.7K -$36.2K -1,377 -49%
AWM
37
AE Wealth Management
Kansas
$17.5K +$7.39K +281 +70%
PCA
38
PMV Capital Advisers
Texas
$17.2K -$902K -34,265 -98%
HI
39
Harbour Investments
Wisconsin
$14.1K
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$12.9K
AAS
41
Ameritas Advisory Services
Nebraska
$12.6K -$2.37M -89,959 -99%
AssetMark Inc
42
AssetMark Inc
California
$10.4K -$205K -7,803 -95%
CIBC Private Wealth Group
43
CIBC Private Wealth Group
Georgia
$9.69K +$9.89K +376 New
IRC
44
Investors Research Corp
Georgia
$4.38K
William Blair & Company
45
William Blair & Company
Illinois
$2.19K -$8.05K -306 -78%
SAM
46
Smartleaf Asset Management
Massachusetts
$1.73K
Comerica Bank
47
Comerica Bank
Texas
$1.29K
Raymond James Financial
48
Raymond James Financial
Florida
$1.08K +$1.1K +42 New
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$1K -$10.3K -391 -94%
GWSA
50
Global Wealth Strategies & Associates
Colorado
$773

USDU Hedge Fund Activity: Q2 2025 in Review

54 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q2 2025, worth a combined $100M — down 14% from $116M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of USDU and 15 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 11 added.

The largest buyer was Aptus Capital Advisors, opening a new position worth an estimated $14.5M. The largest seller was Vident Advisory, exiting entirely with an estimated $9.33M sold.

  • 54 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q2 2025, down from 57 in Q1 2025.
  • Funds reported $100M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q2 2025, down 14% quarter-over-quarter.
  • 15 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q2 2025 and 18 closed out, a net change of -3 holders.
  • The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q2 2025 was Aptus Capital Advisors, an estimated $14.5M added.
  • The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q2 2025 was Vident Advisory, an estimated $9.33M sold.

Based on aggregated 13F filings for Q2 2025.