WISDOMTREE TR

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USDU·97717W471·US·etf·Unknown - Unknown

BLMBG US BULL

USDU (WISDOMTREE TR) is held by 26 institutional investors as of Q1 2026. Largest holders: ASSETMARK, INC ($82.4M), Empowered Funds, LLC ($13.5M), MORGAN STANLEY ($13M). Net institutional sentiment: Mixed.

26

Holders

Avg rating(5 Elite)

$145M

Total Value

62% (31)

Fund Consensus

18 buying - 11 selling

Smart Money Verdict

View all

61Mixed MomentumSingle Source

Institutional (13F)61

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how USDU's score breaks down across 4 SEC sources

Holder Quality

5

★★★★★

Elite

9

★★★★

Strong

12

★★★

Solid

5

★★

Below

0

★

Weak

Held by 26 funds

5 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (26)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ASSETMARK, INC	Increased	3.1M(+5639.0%)	$82.4M	0.2%	+0.75%	57
Empowered Funds, LLC	New	512,482	$13.5M	0.1%	+0.73%	39
MORGAN STANLEY	Increased	495,397(+151.1%)	$13M	0.0%	+1.40%	45
HighTower Advisors, LLC	Increased	305,315(+144.3%)	$8M	0.0%	+1.72%	44
ENVESTNET ASSET MANAGEMENT INC	Increased	200,116(+78.4%)	$5.3M	0.0%	+1.72%	41
LPL Financial LLC	Increased	152,665(+224.0%)	$4M	0.0%	+1.19%	43
JANE STREET GROUP, LLC	Increased	125,855(+268.6%)	$3.3M	0.0%	+1.47%	43
Cetera Investment Advisers	New	114,123	$3M	0.0%	+0.73%	36
OSAIC HOLDINGS, INC.	Increased	99,639(+1976.3%)	$2.6M	0.0%	+0.83%	42
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	92,765(-67.5%)	$2.4M	0.0%	+1.91%	0
CITADEL ADVISORS LLC	Decreased	74,645(-32.2%)	$2M	0.0%	+1.32%	0
Farther Finance Advisors, LLC	Decreased	51,650(-65.2%)	$1.4M	0.0%	+1.55%	0
BANK OF AMERICA CORP /DE/	Increased	42,045(+18.4%)	$1.1M	0.0%	-1.13%	30
GOLDMAN SACHS GROUP INC	New	37,125	$977,501	0.0%	+0.73%	35
UBS Group AG	Increased	35,846(+4208.4%)	$943,825	0.0%	+0.84%	40
BANK OF MONTREAL /CAN/	New	14,921	$392,870	0.0%	+0.73%	33
Rockefeller Capital Management L.P.	Decreased	11,538(-78.9%)	$303,796	0.0%	+1.55%	0
MFMerit Financial Group, LLC	New	8,005	$210,772	0.0%	+0.73%	32
FIFTH THIRD BANCORP	New	1,354	$35,651	0.0%	+0.73%	28
ROYAL BANK OF CANADA	Decreased	1,189(-85.0%)	$32,000	0.0%	+1.54%	0

Showing 1-20 of 31

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer