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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
Trek Financial
Scottsdale,
Arizona
|
+$8.49M |
| 2 |
PIWA
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
+$4.35M |
| 3 |
Morgan Stanley
New York
|
+$3.78M |
| 4 |
FGA
Fortis Group Advisors
Westwood,
New Jersey
|
+$3.58M |
| 5 |
JSSH
J. Safra Sarasin Holding
|
+$3.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$14.2M |
| 2 |
MSCM
McElhenny Sheffield Capital Management
Dallas,
Texas
|
-$13.4M |
| 3 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
-$4.88M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.45M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$2.08M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
51
Belpointe Asset Management
Reno,
Nevada
| – | -$445K | -17,260 | Closed |
|
|
WAM
52
Worth Asset Management
Dallas,
Texas
| – | -$419K | -16,278 | Closed |
|
|
JHC
53
J. Hagan Capital
Louisville,
Kentucky
| – | -$338K | -12,920 | Closed |
|
|
DFP
54
Defined Financial Planning
San Rafael,
California
| – | -$246K | -9,381 | Closed |
|
|
IFA
55
Interactive Financial Advisors
New Lenox,
Illinois
| – | -$223K | -8,654 | Closed |
|
|
RFA
56
Reyes Financial Architecture
San Diego,
California
| – | -$133K | -5,180 | Closed |
|
57
Simplex Trading
Chicago,
Illinois
| – | -$68K | -2,672 | Closed |
|
|
PCA
58
PMV Capital Advisers
Dallas,
Texas
| – | -$17.2K | -668 | Closed |
|
59
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$12.9K | -500 | Closed |
|
|
IRC
60
Investors Research Corp
Atlanta,
Georgia
| – | -$4.38K | -170 | Closed |
|
61
Raymond James Financial
St Petersburg,
Florida
| – | -$1.08K | -42 | Closed |
|
|
TRCT
62
Tower Research Capital (TRC)
New York
| – | -$180 | -7 | Closed |
|
|
NA
63
NewEdge Advisors
New Orleans,
Louisiana
| – | -$86 | -3 | Closed |
|
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.