WISDOMTREE TR (USDU)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
75
Reporting holders
$292.4M
Reported value
0.6%
Held as options
+7
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ASSETMARK, INC | $83.0M | 3,101,590 | 0.14% | 25q | -0.9%-$743.8K |
| ENVESTNET ASSET MANAGEMENT INC | $22.1M | 827,284 | 0.01% | 21q | +313.4%+$16.8M |
| GenWealth Group, Inc. | $20.9M | 781,534 | 3.26% | 16q | +2.9%+$596.6K |
| MORGAN STANLEY | $20.1M | 750,805 | 0.00% | 35q | +51.6%+$6.8M |
| Ausdal Financial Partners, Inc. | $15.1M | 565,839 | 0.59% | 6q | +158.0%+$9.3M |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $14.9M | 556,910 | 0.83% | 15q | +4.9%+$700.1K |
| Advyzon Investment Management, LLC | $14.8M | 553,489 | 1.07% | 5q | +151.5%+$8.9M |
| LPL Financial LLC | $9.5M | 353,695 | 0.00% | 12q | +131.7%+$5.4M |
| Ameritas Advisory Services, LLC | $8.7M | 326,163 | 0.18% | 2q | +711.2%+$7.6M |
| Beacon Capital Management, Inc. | $8.1M | 302,785 | 0.49% | new | NEW |
| Fortis Group Advisors, LLC | $8.0M | 297,428 | 1.27% | new | NEW |
| Summit Place Financial Advisors, LLC | $5.1M | 191,313 | 2.24% | 27q | +3.6%+$176.8K |
| Wealth High Governance Asset Management Ltda. | $5.0M | 186,800 | 0.53% | new | NEW |
| Maridea Wealth Management LLC | $4.6M | 170,411 | 0.49% | 7q | +70.2%+$1.9M |
| HighTower Advisors, LLC | $4.5M | 169,260 | 0.00% | 22q | -44.6%-$3.6M |
| Cetera Investment Advisers | $4.1M | 153,319 | 0.00% | 2q | +34.3%+$1.0M |
| Encompass More Asset Management | $3.5M | 129,226 | 0.50% | 2q | -70.6%-$8.3M |
| J. Safra Sarasin Holding AG | $3.1M | 119,357 | 0.05% | 4q | HELD |
| Capital Advisor Network LLC | $2.6M | 95,721 | 3.20% | 2q | +17692.0%+$2.5M |
| OSAIC HOLDINGS, INC. | $2.5M | 94,812 | 0.00% | 26q | -4.8%-$129.1K |
| Legacy Wealth Partners, LLC | $2.3M | 85,677 | 0.51% | 2q | +20.5%+$390.4K |
| CITADEL ADVISORS LLC | $2.3M | 20,557 | 0.00% | 8q | -72.5%-$6.0M |
| Atria Investments, Inc | $2.2M | 81,535 | 0.02% | 2q | +204.6%+$1.5M |
| COWA, LLC | $2.1M | 77,741 | 0.52% | 4q | +42.4%+$619.6K |
| Camarda Financial Advisors, LLC | $2.1M | 76,782 | 0.62% | new | NEW |
| Vident Advisory, LLC | $2.0M | 73,248 | 0.01% | new | NEW |
| Balefire, LLC | $1.7M | 63,220 | 0.28% | 2q | -1.5%-$26.6K |
| FSA Investment Group, LLC | $1.7M | 62,589 | 0.54% | new | NEW |
| THOR TRADING ADVISORS, LLC | $1.3M | 50,028 | 0.42% | new | NEW |
| Equitable Holdings, Inc. | $1.2M | 46,445 | 0.01% | new | NEW |
| Gateway Wealth Partners, LLC | $1.2M | 45,816 | 0.07% | 2q | +3.9%+$45.6K |
| Algorithmic Investment Models, LLC | $1.2M | 45,378 | 1.41% | 2q | HELD |
| Avestar Capital, LLC | $1.1M | 41,706 | 0.06% | 10q | +7.9%+$81.7K |
| VestGen Advisors, LLC | $1.1M | 40,985 | 0.03% | 2q | +2.4%+$25.3K |
| VestGen Investment Management | $1.1M | 40,138 | 0.57% | 2q | +13.8%+$130.5K |
| BANK OF AMERICA CORP /DE/ | $988.2K | 36,942 | 0.00% | 31q | -12.1%-$136.5K |
| Sovereign Financial Group, Inc. | $975.3K | 36,459 | 0.15% | 4q | +4.9%+$45.2K |
| MOULTON WEALTH MANAGEMENT, INC | $971.6K | 36,273 | 0.64% | 2q | +86.8%+$451.4K |
| WAYSTONE ADVISORS LLC | $873.9K | 32,668 | 0.65% | 2q | +12.7%+$98.7K |
| Ascent Group, LLC | $436.5K | 16,319 | 0.01% | 2q | +2.2%+$9.2K |
| Reyes Financial Architecture, Inc. | $344.5K | 12,879 | 0.19% | 3q | -95.8%-$7.8M |
| BANK OF MONTREAL /CAN/ | $333.7K | 12,833 | 0.00% | 2q | -14.0%-$54.3K |
| Kingsview Wealth Management, LLC | $318.6K | 11,912 | 0.00% | new | NEW |
| Synergy Asset Management, LLC | $306.6K | 11,462 | 0.03% | new | NEW |
| Ignite Planners, LLC | $306.0K | 11,438 | 0.04% | 2q | +0.9%+$2.6K |
| Brookwood Investment Group LLC | $263.8K | 9,863 | 0.03% | 2q | -38.6%-$166.0K |
| WBI INVESTMENTS, LLC | $257.8K | 9,637 | 0.06% | 6q | -29.9%-$109.8K |
| Worth Asset Management, LLC | $233.7K | 8,736 | 0.07% | new | NEW |
| Qube Research & Technologies Ltd | $206.9K | 7,734 | 0.00% | 2q | +3636.2%+$201.3K |
| IFP Advisors, Inc | $191.7K | 7,167 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $143.8K | 5,376 | 0.00% | 2q | +3281.1%+$139.6K |
| NVWM, LLC | $116.8K | 4,365 | 0.02% | new | NEW |
| Parallel Advisors, LLC | $115.2K | 4,305 | 0.00% | 3q | -6.7%-$8.3K |
| FWL INVESTMENT MANAGEMENT, LLC | $73.5K | 2,746 | 0.01% | new | NEW |
| FIFTH THIRD BANCORP | $71.5K | 2,674 | 0.00% | 2q | +97.5%+$35.3K |
| UBS Group AG | $32.3K | 1,206 | 0.00% | 31q | -96.6%-$926.6K |
| Capital Investment Advisory Services, LLC | $31.9K | 1,191 | 0.00% | 2q | +30.9%+$7.5K |
| AE Wealth Management LLC | $19.6K | 733 | 0.00% | 7q | +7.8%+$1.4K |
| HARBOUR INVESTMENTS, INC. | $17.4K | 652 | 0.00% | 6q | +13.6%+$2.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $17.3K | 645 | 0.00% | new | NEW |
| Cape Investment Advisory, Inc. | $15.8K | 590 | 0.00% | new | NEW |
| Highland Investment Advisors LLC | $10.2K | 380 | 0.00% | new | FIRST |
| PMV Capital Advisers, LLC | $7.7K | 287 | 0.01% | new | NEW |
| Johnson Financial Group, Inc. | $7.6K | 284 | 0.00% | 2q | HELD |
| Smartleaf Asset Management LLC | $6.2K | 233 | 0.00% | 6q | HELD |
| JPMORGAN CHASE & CO | $6.2K | 230 | 0.00% | 17q | -79.7%-$24.2K |
| Rossby Financial, LCC | $6.0K | 224 | 0.00% | 2q | +2.3% |
| Buck Wealth Strategies, LLC | $5.7K | 214 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $4.4K | 164 | 0.00% | 7q | HELD |
| PNC Financial Services Group, Inc. | $3.4K | 127 | 0.00% | new | NEW |
| Continuum Advisory, LLC | $3.0K | 113 | 0.00% | new | NEW |
| BLAIR WILLIAM & CO/IL | $2.3K | 85 | 0.00% | 15q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $1.4K | 51 | 0.00% | 2q | -51.9%-$1.5K |
| ROYAL BANK OF CANADA | $1.0K | 25 | 0.00% | 18q | -97.9%-$46.6K |
| Cambridge Investment Research Advisors, Inc. | $700 | 26,150 | 0.00% | new | NEW |
| Horizon Investments, LLC | $321 | 12 | 0.00% | 4q | -89.1%-$2.6K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 75 | $292.4M | 10,868,820 | 20 | 31 | 17 | 0.6% |
| Q1 2026 | 68 | $240.5M | 9,080,328 | 30 | 17 | 16 | 0.6% |
| Q4 2025 | 50 | $131.2M | 5,076,296 | 15 | 21 | 8 | 0.2% |
| Q3 2025 | 42 | $87.5M | 3,260,379 | 10 | 12 | 12 | 1.5% |
| Q2 2025 | 51 | $100.2M | 3,783,199 | 13 | 10 | 17 | 2.7% |
| Q1 2025 | 56 | $116.6M | 4,240,969 | 14 | 14 | 18 | 0.9% |
| Q4 2024 | 67 | $162.1M | 5,850,917 | 25 | 15 | 13 | 0.2% |
| Q3 2024 | 46 | $144.9M | 5,446,979 | 7 | 13 | 18 | 0.2% |
| Q2 2024 | 58 | $167.8M | 6,196,115 | 19 | 17 | 8 | 0.0% |
| Q1 2024 | 45 | $109.6M | 4,183,480 | 8 | 15 | 15 | 0.0% |
| Q4 2023 | 49 | $114.3M | 4,375,939 | 15 | 11 | 16 | 3.8% |
| Q3 2023 | 44 | $138.4M | 5,011,739 | 10 | 15 | 11 | 0.0% |
| Q2 2023 | 41 | $103.6M | 3,906,767 | 8 | 10 | 18 | 0.0% |
| Q1 2023 | 52 | $248.4M | 9,515,687 | 11 | 15 | 24 | 0.2% |
| Q4 2022 | 47 | $257.0M | 9,866,914 | 16 | 15 | 14 | 0.0% |
| Q3 2022 | 60 | $348.5M | 11,571,981 | 22 | 17 | 15 | 0.0% |
| Q2 2022 | 49 | $249.5M | 8,930,009 | 22 | 13 | 12 | 0.0% |
| Q1 2022 | 38 | $153.4M | 5,764,661 | 15 | 11 | 8 | 0.0% |
| Q4 2021 | 29 | $93.3M | 3,580,934 | 4 | 11 | 9 | 0.0% |
| Q3 2021 | 26 | $105.8M | 4,074,237 | 7 | 12 | 5 | 0.0% |
| Q2 2021 | 22 | $70.9M | 2,636,111 | 6 | 6 | 6 | 5.5% |
| Q1 2021 | 20 | $52.0M | 2,021,851 | 3 | 7 | 5 | 0.0% |
| Q4 2020 | 21 | $40.1M | 1,603,205 | 3 | 7 | 5 | 0.0% |
| Q3 2020 | 27 | $62.7M | 2,352,122 | 7 | 7 | 6 | 0.0% |
| Q2 2020 | 26 | $35.7M | 1,295,397 | 11 | 3 | 4 | 0.0% |
| Q1 2020 | 16 | $32.4M | 1,147,882 | 0 | 5 | 2 | 0.0% |
| Q4 2019 | 23 | $14.9M | 559,109 | 2 | 7 | 7 | 0.0% |
| Q3 2019 | 23 | $14.7M | 521,724 | 2 | 3 | 9 | 0.0% |
| Q2 2019 | 23 | $18.3M | 671,505 | 2 | 7 | 5 | 0.0% |
| Q1 2019 | 26 | $15.9M | 582,720 | 2 | 6 | 9 | 0.0% |
| Q4 2018 | 31 | $43.4M | 1,603,356 | 2 | 1 | 1 | 0.0% |