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WisdomTree Bloomberg US Dollar Bullish Fund
USDU

42 hedge funds and large institutions have $86.4M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

4.73% less ownership

Funds ownership: 61.58% → 56.84% (-4.7%)

14% less capital invested

Capital invested by funds: $100M → $86.4M (-$13.6M)

22% less funds holding

Funds holding: 54 → 42 (-12)

41% less call options, than puts

Call options by funds: $501K | Put options by funds: $844K

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

57% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 21

Holders
42
Holders Change
-12
Holders Change %
-22.22%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
9
Increased
12
Reduced
12
Closed
21
Calls
$501K
Puts
$844K
Net Calls
-$343K
Net Calls Change
-$114K

Top Buyers

Rank Fund Capital Flow
1
TF
Trek Financial
Arizona
+$8.49M
2
PIWA
Prevail Innovative Wealth Advisors
Kansas
+$4.35M
3
Morgan Stanley
Morgan Stanley
New York
+$3.78M
4
FGA
Fortis Group Advisors
New Jersey
+$3.58M
5
JSSH
J. Safra Sarasin Holding
+$3.3M

Top Sellers

Rank Fund Capital Flow
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
Bank of America
Bank of America
North Carolina
-$2.45M
5
FTUS
Flow Traders U.S.
New York
-$2.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
AE Wealth Management
Kansas
$44.3K +$26.2K +1,000 +147%
JP Morgan Chase
27
JP Morgan Chase
New York
$38K +$367 +14 +1%
UBS Group
28
UBS Group
Switzerland
$22K -$100K -3,816 -82%
HI
29
Harbour Investments
Wisconsin
$14.4K – – –
AAS
30
Ameritas Advisory Services
Nebraska
$12.9K – – –
CIBC Private Wealth Group
31
CIBC Private Wealth Group
Georgia
$9.92K – – –
AssetMark Inc
32
AssetMark Inc
California
$8.5K -$2.15K -82 -20%
HI
33
Horizon Investments
North Carolina
$7.26K +$7.21K +275 New
SAM
34
Smartleaf Asset Management
Massachusetts
$3.14K +$1.36K +52 +78%
Jones Financial Companies
35
Jones Financial Companies
Missouri
$2.99K +$2.96K +113 New
William Blair & Company
36
William Blair & Company
Illinois
$2.24K – – –
Comerica Bank
37
Comerica Bank
Texas
$1.32K – – –
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$1K – – –
GWSA
39
Global Wealth Strategies & Associates
Colorado
$792 – – –
TH
40
TCTC Holdings
Texas
$581 – – –
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$79 +$79 +3 New
Wells Fargo
42
Wells Fargo
California
$20 – – –
ACA
43
Aptus Capital Advisors
Alabama
– -$14.2M -549,569 Closed
MSCM
44
McElhenny Sheffield Capital Management
Texas
– -$13.4M -519,188 Closed
VCM
45
Virtue Capital Management
Tennessee
– -$4.88M -189,396 Closed
FTUS
46
Flow Traders U.S.
New York
– -$2.08M -80,776 Closed
NC
47
NewSquare Capital
Pennsylvania
– -$1.9M -73,608 Closed
W
48
WorthPointe
California
– -$847K -32,853 Closed
RCM
49
Raleigh Capital Management
North Carolina
– -$649K -25,185 Closed
HOWA
50
Heritage Oak Wealth Advisors
Florida
– -$457K -17,747 Closed
1
2
3

USDU Hedge Fund Activity: Q3 2025 in Review

42 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q3 2025, worth a combined $86.4M — down 14% from $100M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of USDU and 9 opened new positions — a net loss of 12 holders — while 12 trimmed existing stakes and 12 added.

The largest buyer was Trek Financial, opening a new position worth an estimated $8.49M. The largest seller was Aptus Capital Advisors, exiting entirely with an estimated $14.2M sold.

  • 42 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q3 2025, down from 54 in Q2 2025.
  • Funds reported $86.4M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q3 2025, down 14% quarter-over-quarter.
  • 9 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q3 2025 and 21 closed out, a net change of -12 holders.
  • The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q3 2025 was Trek Financial, an estimated $8.49M added.
  • The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q3 2025 was Aptus Capital Advisors, an estimated $14.2M sold.

Based on aggregated 13F filings for Q3 2025.