We are live on ! Find out more
USDU icon

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
GG
1
GenWealth Group
New Jersey
$15.2M +$194K +7,357 +1%
ACA
2
Aptus Capital Advisors
Alabama
$14.2M +$14.5M +549,569 New
MSCM
3
McElhenny Sheffield Capital Management
Texas
$13.4M +$13.7M +519,188 New
OPCM
4
Osborne Partners Capital Management
California
$12.4M +$166K +6,305 +1%
Bank of America
5
Bank of America
North Carolina
$5.83M -$516K -19,596 -8%
SPFA
6
Summit Place Financial Advisors
New Jersey
$5.55M +$93.9K +3,570 +2%
VCM
7
Virtue Capital Management
Tennessee
$4.88M +$4.98M +189,396 New
HighTower Advisors
8
HighTower Advisors
Illinois
$4.39M +$3.13M +119,085 +232%
Jane Street
9
Jane Street
New York
$3.59M -$891K -33,879 -20%
AIM
10
Advyzon Investment Management
Illinois
$2.96M +$3.03M +115,043 New
FTUS
11
Flow Traders U.S.
New York
$2.08M +$2.13M +80,776 New
AFP
12
Ausdal Financial Partners
Iowa
$2M -$2.78M -105,657 -58%
NC
13
NewSquare Capital
Pennsylvania
$1.9M +$40K +1,522 +2%
AC
14
Avestar Capital
New York
$1.68M +$5.42K +206 +0.3%
MWM
15
Maridea Wealth Management
New York
$1.59M -$2.71M -103,033 -63%
W
16
WorthPointe
California
$847K +$864K +32,853 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$732K -$5.76M -218,861 -89%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$690K +$704K +26,769 New
LCWP
19
Legacy Capital Wealth Partners
Arkansas
$664K +$678K +25,764 New
RCM
20
Raleigh Capital Management
North Carolina
$649K +$663K +25,185 New
Citadel Advisors
21
Citadel Advisors
Florida
$628K -$475K -18,057 -43%
Morgan Stanley
22
Morgan Stanley
New York
$459K -$2.09M -79,317 -82%
HOWA
23
Heritage Oak Wealth Advisors
Florida
$457K +$467K +17,747 New
BAM
24
Belpointe Asset Management
Nevada
$445K +$454K +17,260 New
WAM
25
Worth Asset Management
Texas
$419K -$364K -13,823 -46%

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.