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WisdomTree Bloomberg US Dollar Bullish Fund
USDU

49 hedge funds and large institutions have $131M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 7

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

52% more capital invested

Capital invested by funds: $86.4M → $131M (+$44.6M)

17% more funds holding

Funds holding: 42 → 49 (+7)

6.22% more ownership

Funds ownership: 56.84% → 63.06% (+6.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $204K

Holders
49
Holders Change
+7
Holders Change %
+16.67%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
22
Reduced
7
Closed
8
Calls
–
Puts
$204K
Net Calls
-$204K
Net Calls Change
+$139K

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$15.6M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$9.15M
3
AIM
Advyzon Investment Management
Illinois
+$8.17M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.66M
5
AFP
Ausdal Financial Partners
Iowa
+$6.65M

Top Sellers

1
TF
Trek Financial
Arizona
-$8.54M
2
FGA
Fortis Group Advisors
New Jersey
-$3.68M
3
Bank of America
Bank of America
North Carolina
-$2.61M
4
Jane Street
Jane Street
New York
-$2.42M
5
GG
GenWealth Group
New Jersey
-$1.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
26
Sovereign Financial Group
Connecticut
$861K +$52.5K +1,960 +6%
WI
27
WBI Investments
New Jersey
$620K +$31.4K +1,172 +5%
Truist Financial
28
Truist Financial
North Carolina
$563K +$574K +21,459 New
GS
29
GTS Securities
New York
$294K +$305K +11,395 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$205K +$212K +7,903 +31,612%
PCA
31
PMV Capital Advisers
Texas
$136K +$141K +5,282 New
Osaic Holdings
32
Osaic Holdings
Arizona
$124K -$21K -785 -14%
RFA
33
Reyes Financial Architecture
California
$110K +$114K +4,252 New
PA
34
Parallel Advisors
California
$95.7K +$99.3K +3,710 New
TAM
35
Tucker Asset Management
Colorado
$68.1K +$70.6K +2,639 New
FHA
36
Flagship Harbor Advisors
Massachusetts
$45.8K +$47.5K +1,776 New
AWM
37
AE Wealth Management
Kansas
$43.3K – – –
JP Morgan Chase
38
JP Morgan Chase
New York
$25.8K -$11.7K -439 -31%
CIBC Private Wealth Group
39
CIBC Private Wealth Group
Georgia
$24.7K +$15.5K +580 +154%
UBS Group
40
UBS Group
Switzerland
$21.5K – – –
HI
41
Harbour Investments
Wisconsin
$15.8K +$1.71K +64 +12%
HI
42
Horizon Investments
North Carolina
$9.29K +$2.27K +85 +31%
SAM
43
Smartleaf Asset Management
Massachusetts
$4.2K +$1.18K +44 +37%
GRP
44
Global Retirement Partners
California
$4.1K +$4.25K +159 New
Comerica Bank
45
Comerica Bank
Texas
$2.58K +$1.34K +50 +100%
William Blair & Company
46
William Blair & Company
Illinois
$2.19K – – –
GWSA
47
Global Wealth Strategies & Associates
Colorado
$774 – – –
TH
48
TCTC Holdings
Texas
$568 – – –
Fidelity Investments
49
Fidelity Investments
Massachusetts
$439 +$455 +17 New
Wells Fargo
50
Wells Fargo
California
$9 -$27 -1 Closed
1
2
3

USDU Hedge Fund Activity: Q4 2025 in Review

49 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q4 2025, worth a combined $131M — up 52% from $86.4M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new USDU positions and 8 closed out — a net gain of 7 holders — while 22 added to existing stakes and 7 trimmed.

The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $15.6M. The largest seller was Trek Financial, exiting entirely with an estimated $8.54M sold.

  • 49 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q4 2025, up from 42 in Q3 2025.
  • Funds reported $131M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q4 2025, up 52% quarter-over-quarter.
  • 15 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q4 2025 and 8 closed out, a net change of +7 holders.
  • The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q4 2025 was Commonwealth Equity Services, an estimated $15.6M added.
  • The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q4 2025 was Trek Financial, an estimated $8.54M sold.

Based on aggregated 13F filings for Q4 2025.