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WisdomTree Bloomberg US Dollar Bullish Fund

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: 5442 (-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: 21 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
GG
1
GenWealth Group
New Jersey
$16.8M +$1.27M +48,355 +8%
OPCM
2
Osborne Partners Capital Management
California
$13.5M +$854K +32,550 +7%
TF
3
Trek Financial
Arizona
$8.54M +$8.49M +323,715 New
SPFA
4
Summit Place Financial Advisors
New Jersey
$5.43M -$254K -9,700 -5%
PIWA
5
Prevail Innovative Wealth Advisors
Kansas
$4.37M +$4.35M +165,710 New
Morgan Stanley
6
Morgan Stanley
New York
$4.27M +$3.78M +144,061 +809%
FGA
7
Fortis Group Advisors
New Jersey
$3.68M +$3.58M +136,304 New
Bank of America
8
Bank of America
North Carolina
$3.51M -$2.45M -93,228 -41%
AFP
9
Ausdal Financial Partners
Iowa
$3.42M +$1.36M +51,992 +67%
MWM
10
Maridea Wealth Management
New York
$3.35M +$1.69M +64,227 +104%
JSSH
11
J. Safra Sarasin Holding
$3.32M +$3.3M +125,706 New
Jane Street
12
Jane Street
New York
$3.29M -$381K -14,520 -10%
HighTower Advisors
13
HighTower Advisors
Illinois
$2.92M -$1.57M -59,760 -35%
AIM
14
Advyzon Investment Management
Illinois
$2.62M -$418K -15,934 -14%
AC
15
Avestar Capital
New York
$1.58M -$134K -5,090 -8%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$956K +$248K +9,443 +35%
Citadel Advisors
17
Citadel Advisors
Florida
$935K +$290K +11,065 +45%
SFG
18
Sovereign Financial Group
Connecticut
$829K +$825K +31,428 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$605K -$144K -5,477 -19%
WI
20
WBI Investments
New Jersey
$603K +$280K +10,666 +88%
LCWP
21
Legacy Capital Wealth Partners
Arkansas
$555K -$124K -4,724 -18%
LPL Financial
22
LPL Financial
California
$345K +$37.9K +1,446 +12%
CL
23
COWA LLC
Oklahoma
$299K +$297K +11,323 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$254K -$80.1K -3,052 -24%
Osaic Holdings
25
Osaic Holdings
Arizona
$147K -$71.9K -2,742 -33%

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.