USDU Institutional Ownership
WisdomTree Bloomberg U.S. Dollar Bullish Fund
1W: +0.9%
1M: +2.7%
3M: +1.3%
YTD: +4.8%
1Y: +2.6%
3Y: +8.6%
5Y: +26.1%
$27.06
-0.06 (-0.22%)
Weekly Expected Move ±0.5%
$27
$27
$27
$27
$27
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — USDU
92
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
291M
Total Invested
24
New Positions
32
Increased
32
Reduced
15
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (101 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ASSETMARK, INC | 3,101,590 | $84M | -27,805 | -0.9% | 25Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 827,284 | $22M | +627,168 | +313.4% | 21Q | SEC ↗ |
| 3 | GenWealth Group, Inc. | 781,534 | $21M | +22,302 | +2.9% | 16Q | SEC ↗ |
| 4 | MORGAN STANLEY | 750,805 | $20M | +255,408 | +51.6% | 47Q | SEC ↗ |
| 5 | Ausdal Financial Partners, Inc. | 565,839 | $15M | +346,527 | +158.0% | 6Q | SEC ↗ |
| 6 | OSBORNE PARTNERS CAPITAL MANAGEMENT, L | 556,910 | $15M | +26,171 | +4.9% | 15Q | SEC ↗ |
| 7 | Advyzon Investment Management, LLC | 553,489 | $15M | +333,378 | +151.5% | 5Q | SEC ↗ |
| 8 | LPL Financial LLC | 353,695 | $10M | +201,030 | +131.7% | 12Q | SEC ↗ |
| 9 | Ameritas Advisory Services, LLC | 326,163 | $9M | +285,958 | +711.2% | 2Q | SEC ↗ |
| 10 | Beacon Capital Management, Inc. NEW | 302,785 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 11 | Fortis Group Advisors, LLC NEW | 297,428 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 12 | Summit Place Financial Advisors, LLC | 191,313 | $5M | +6,610 | +3.6% | 27Q | SEC ↗ |
| 13 | Wealth High Governance Asset Managemen NEW | 186,800 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 14 | Maridea Wealth Management LLC | 170,411 | $5M | +70,297 | +70.2% | 7Q | SEC ↗ |
| 15 | HighTower Advisors, LLC | 169,260 | $5M | -136,055 | -44.6% | 22Q | SEC ↗ |
| 16 | Cetera Investment Advisers | 153,319 | $4M | +39,196 | +34.3% | 2Q | SEC ↗ |
| 17 | Encompass More Asset Management | 129,226 | $3M | -309,611 | -70.6% | 2Q | SEC ↗ |
| 18 | J. Safra Sarasin Holding AG | 119,357 | $3M | — | +0.0% | 4Q | SEC ↗ |
| 19 | Capital Advisor Network LLC | 95,721 | $3M | +95,452 | +35484.0% | 2Q | SEC ↗ |
| 20 | OSAIC HOLDINGS, INC. | 94,812 | $3M | -4,827 | -4.8% | 26Q | SEC ↗ |
| 21 | Legacy Wealth Partners, LLC | 85,677 | $2M | +14,594 | +20.5% | 2Q | SEC ↗ |
| 22 | Atria Investments, Inc | 81,535 | $2M | +54,769 | +204.6% | 2Q | SEC ↗ |
| 23 | COWA, LLC | 77,741 | $2M | +23,163 | +42.4% | 4Q | SEC ↗ |
| 24 | Camarda Financial Advisors, LLC NEW | 76,782 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Vident Advisory, LLC NEW | 73,248 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 26 | Balefire, LLC | 63,220 | $2M | -994 | -1.5% | 2Q | SEC ↗ |
| 27 | FSA Investment Group, LLC NEW | 62,589 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 28 | THOR TRADING ADVISORS, LLC NEW | 50,028 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 29 | Equitable Holdings, Inc. NEW | 46,445 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 30 | Gateway Wealth Partners, LLC | 45,816 | $1M | +1,706 | +3.9% | 2Q | SEC ↗ |
| 31 | Algorithmic Investment Models, LLC | 45,378 | $1M | +9 | +0.0% | 2Q | SEC ↗ |
| 32 | Avestar Capital, LLC | 41,706 | $1M | +3,053 | +7.9% | 10Q | SEC ↗ |
| 33 | VestGen Advisors, LLC | 40,985 | $1M | +945 | +2.4% | 2Q | SEC ↗ |
| 34 | VestGen Investment Management | 40,138 | $1M | +4,877 | +13.8% | 2Q | SEC ↗ |
| 35 | BANK OF AMERICA CORP /DE | 36,942 | $1000K | -5,103 | -12.1% | 15Q | SEC ↗ |
| 36 | Sovereign Financial Group, Inc. | 36,459 | $987K | +1,688 | +4.9% | 4Q | SEC ↗ |
| 37 | MOULTON WEALTH MANAGEMENT, INC | 36,273 | $982K | +16,852 | +86.8% | 2Q | SEC ↗ |
| 38 | WAYSTONE ADVISORS LLC | 32,668 | $884K | +3,689 | +12.7% | 2Q | SEC ↗ |
| 39 | CITADEL ADVISORS LLC | 20,557 | $556K | -54,088 | -72.5% | 8Q | SEC ↗ |
| 40 | Ascent Group, LLC | 16,319 | $442K | +344 | +2.2% | 2Q | SEC ↗ |
| 41 | MILLINGTON SECURITIES, LLC NEW | 13,740 | $372K | — | +0.0% | 1Q | SEC ↗ |
| 42 | Cambridge Investment Research Advisors NEW | 13,075 | $354K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Reyes Financial Architecture, Inc. | 12,879 | $349K | -291,843 | -95.8% | 3Q | SEC ↗ |
| 44 | BANK OF MONTREAL /CAN | 12,833 | $347K | -2,088 | -14.0% | 2Q | SEC ↗ |
| 45 | Kingsview Wealth Management, LLC NEW | 11,912 | $322K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Synergy Asset Management, LLC NEW | 11,462 | $310K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Ignite Planners, LLC | 11,438 | $310K | +99 | +0.9% | 2Q | SEC ↗ |
| 48 | Brookwood Investment Group LLC | 9,863 | $267K | -6,207 | -38.6% | 2Q | SEC ↗ |
| 49 | WBI INVESTMENTS, LLC | 9,637 | $261K | -4,103 | -29.9% | 6Q | SEC ↗ |
| 50 | Worth Asset Management, LLC NEW | 8,736 | $236K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Beacon Capital Management, Inc. | 302,785 | $8M |
| Fortis Group Advisors, LLC | 297,428 | $8M |
| Wealth High Governance Asset Manage | 186,800 | $5M |
| Camarda Financial Advisors, LLC | 76,782 | $2M |
| Vident Advisory, LLC | 73,248 | $2M |
| FSA Investment Group, LLC | 62,589 | $2M |
| THOR TRADING ADVISORS, LLC | 50,028 | $1M |
| Equitable Holdings, Inc. | 46,445 | $1M |
| MILLINGTON SECURITIES, LLC | 13,740 | $372K |
| Cambridge Investment Research Advis | 13,075 | $354K |
| Kingsview Wealth Management, LLC | 11,912 | $322K |
| Synergy Asset Management, LLC | 11,462 | $310K |
| Worth Asset Management, LLC | 8,736 | $236K |
| IFP Advisors, Inc | 7,167 | $194K |
| Global Retirement Partners, LLC | 5,376 | $145K |
| NVWM, LLC | 4,365 | $118K |
| FWL INVESTMENT MANAGEMENT, LLC | 2,746 | $74K |
| TUCKER ASSET MANAGEMENT LLC | 1,690 | $46K |
| MERCER GLOBAL ADVISORS INC /ADV | 645 | $17K |
| Cape Investment Advisory, Inc. | 590 | $16K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 583,151 | $16M |
| Empowered Funds, LLC | 512,482 | $14M |
| Bank of New York Mellon Corp | 341,999 | $9M |
| PREVAIL INNOVATIVE WEALTH ADVISORS, | 171,248 | $5M |
| JANE STREET GROUP, LLC | 125,855 | $3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 92,765 | $3M |
| Thrivent Financial for Lutherans | 71,086 | $2M |
| Farther Finance Advisors, LLC | 51,650 | $1M |
| GeoWealth Management, LLC | 38,149 | $1M |
| GOLDMAN SACHS GROUP INC | 37,125 | $1M |
| TRUIST FINANCIAL CORP | 21,459 | $581K |
| Hilltop Holdings Inc. | 17,549 | $475K |
| Rockefeller Capital Management L.P. | 11,538 | $312K |
| GTS SECURITIES LLC | 11,395 | $308K |
| PFG Investments, LLC | 8,629 | $234K |
| Merit Financial Group, LLC | 8,005 | $217K |
| Kaizen Financial Strategies | 8,000 | $216K |
| FLAGSHIP HARBOR ADVISORS, LLC | 1,776 | $48K |
| Western Wealth Management, LLC | 761 | $21K |
| Global Wealth Strategies & Associat | 30 | $1K |
Biggest Increases (20)
Biggest Decreases (17)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Encompass More Asset Management | -309,611 | -70.6% | 129,226 |
| Reyes Financial Architecture, Inc. | -291,843 | -95.8% | 12,879 |
| HighTower Advisors, LLC | -136,055 | -44.6% | 169,260 |
| CITADEL ADVISORS LLC | -54,088 | -72.5% | 20,557 |
| UBS Group AG | -34,640 | -96.6% | 1,206 |
| ASSETMARK, INC | -27,805 | -0.9% | 3,101,590 |
| Brookwood Investment Group LLC | -6,207 | -38.6% | 9,863 |
| BANK OF AMERICA CORP /DE | -5,103 | -12.1% | 36,942 |
| OSAIC HOLDINGS, INC. | -4,827 | -4.8% | 94,812 |
| WBI INVESTMENTS, LLC | -4,103 | -29.9% | 9,637 |
| BANK OF MONTREAL /CAN | -2,088 | -14.0% | 12,833 |
| ROYAL BANK OF CANADA | -1,164 | -97.9% | 25 |
| Balefire, LLC | -994 | -1.5% | 63,220 |
| JPMORGAN CHASE & CO | -905 | -79.7% | 230 |
| Parallel Advisors, LLC | -310 | -6.7% | 4,305 |
| Horizon Investments, LLC | -98 | -89.1% | 12 |
| BNP PARIBAS FINANCIAL MARKETS | -55 | -51.9% | 51 |