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WisdomTree Bloomberg US Dollar Bullish Fund

57 hedge funds and large institutions have $116M invested in WisdomTree Bloomberg US Dollar Bullish Fund in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $793K | Put options by funds: $267K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11.62% less ownership

Funds ownership: 65.81%54.19% (-12%)

20% less funds holding

Funds holding: 7157 (-14)

26% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 19

31% less capital invested

Capital invested by funds: $167M → $116M (-$51.6M)

46% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 26

Holders
57
Holders Change
-14
Holders Change %
-19.72%
% of All Funds
0.76%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
14
Increased
14
Reduced
19
Closed
26
Calls
$793K
Puts
$267K
Net Calls
+$526K
Net Calls Change
+$227K
Name Holding Trade Value Shares
Change
Change in
Stake
GG
1
GenWealth Group
New Jersey
$15.9M +$643K +23,454 +4%
OPCM
2
Osborne Partners Capital Management
California
$12.9M +$313K +11,425 +2%
LPL Financial
3
LPL Financial
California
$9.78M -$2.07M -75,541 -17%
VA
4
Vident Advisory
Georgia
$9.33M +$8.27M +301,691 +741%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.74M -$988K -36,017 -13%
Bank of America
6
Bank of America
North Carolina
$6.7M -$124K -4,513 -2%
SPFA
7
Summit Place Financial Advisors
New Jersey
$5.77M +$435K +15,850 +8%
EF
8
Empowered Funds
Pennsylvania
$5.49M +$1.87M +68,037 +51%
AFP
9
Ausdal Financial Partners
Iowa
$5M +$5.03M +183,410 New
AWM
10
Accurate Wealth Management
Florida
$4.74M +$4.92M +179,419 New
Jane Street
11
Jane Street
New York
$4.72M +$2.77M +100,920 +140%
MWM
12
Maridea Wealth Management
New York
$4.49M +$1.72M +62,580 +61%
Morgan Stanley
13
Morgan Stanley
New York
$2.65M +$2.48M +90,575 +1,382%
AAS
14
Ameritas Advisory Services
Nebraska
$2.5M
GLA
15
Good Life Advisors
Pennsylvania
$1.98M +$2M +72,777 New
NC
16
NewSquare Capital
Pennsylvania
$1.97M -$75K -2,736 -4%
AC
17
Avestar Capital
New York
$1.77M -$321K -11,716 -15%
SF
18
Summit Financial
New Jersey
$1.61M +$1.62M +59,015 New
HighTower Advisors
19
HighTower Advisors
Illinois
$1.4M -$4.73M -172,585 -77%
MWM
20
Moulton Wealth Management
Washington
$1.38M +$1.07M +39,020 +334%
FFA
21
Farther Finance Advisors
California
$1.35M +$1.36M +49,577 New
Citadel Advisors
22
Citadel Advisors
Florida
$1.16M +$891K +32,488 +327%
PCA
23
PMV Capital Advisers
Texas
$952K +$772K +28,160 +416%
TF
24
Trek Financial
Arizona
$875K +$880K +32,107 New
WAM
25
Worth Asset Management
Texas
$821K -$71.8K -2,617 -8%

USDU Hedge Fund Activity: Q1 2025 in Review

57 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) for Q1 2025, worth a combined $116M — down 31% from $167M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of USDU and 14 opened new positions — a net loss of 12 holders — while 19 trimmed existing stakes and 14 added.

The largest buyer was Vident Advisory, adding an estimated $8.27M. The largest seller was 3EDGE Asset Management, exiting entirely with an estimated $46.5M sold.

  • 57 institutional investors held WisdomTree Bloomberg US Dollar Bullish Fund (USDU) as of Q1 2025, down from 71 in Q4 2024.
  • Funds reported $116M of WisdomTree Bloomberg US Dollar Bullish Fund stock for Q1 2025, down 31% quarter-over-quarter.
  • 14 funds opened new WisdomTree Bloomberg US Dollar Bullish Fund positions in Q1 2025 and 26 closed out, a net change of -12 holders.
  • The largest WisdomTree Bloomberg US Dollar Bullish Fund buyer in Q1 2025 was Vident Advisory, an estimated $8.27M added.
  • The largest WisdomTree Bloomberg US Dollar Bullish Fund seller in Q1 2025 was 3EDGE Asset Management, an estimated $46.5M sold.

Based on aggregated 13F filings for Q1 2025.