WISDOMTREE TR

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USDU·97717W471·US·ETF

USDU (WISDOMTREE TR) is held by 22 institutional investors as of Q2 2026. Largest holders: ASSETMARK, INC ($83M), ENVESTNET ASSET MANAGEMENT INC ($22.1M), MORGAN STANLEY ($20.1M). Net institutional sentiment: Mixed.

22

Holders

(3 Elite)

$151.2M

Total Value

39% (28)

Consensus

11 buying - 17 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)52

Insider (Form 4)85

Activist (13D/13G)45

Congressional (STOCK Act)40

Holder Quality

74

★★★★★

Elite

36

★★★★

Strong

82

★★★

Solid

40

★★

Below

85

★

Weak

Held by 22 funds

3 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for USDU.

Top Holders

Top Holders (22)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ASSETMARK, INC	Decreased	3.1M(-0.9%)	$83M	0.1%	+4.71%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	827,284(+313.4%)	$22.1M	0.0%	+2.57%	46
MORGAN STANLEY	Increased	750,805(+51.6%)	$20.1M	0.0%	+4.07%	40
LPL Financial LLC	Increased	353,695(+131.7%)	$9.5M	0.0%	+3.12%	45
HighTower Advisors, LLC	Decreased	169,260(-44.6%)	$4.5M	0.0%	+5.73%	0
Cetera Investment Advisers	Increased	153,319(+34.4%)	$4.1M	0.0%	+3.89%	34
OSAIC HOLDINGS, INC.	Decreased	94,812(-4.8%)	$2.5M	0.0%	+4.81%	0
Vident Advisory, LLC	New	73,248	$2M	0.0%	+1.61%	36
Equitable Holdings, Inc.	New	46,445	$1.2M	0.0%	+1.61%	35
BANK OF AMERICA CORP /DE/	Decreased	36,942(-12.1%)	$988,199	0.0%	+14.66%	0
CITADEL ADVISORS LLC	Decreased	20,557(-72.5%)	$549,900	0.0%	+5.31%	0
BANK OF MONTREAL /CAN/	Decreased	12,833(-14.0%)	$333,658	0.0%	+4.70%	0
Qube Research & Technologies Ltd	Increased	7,734(+3636.2%)	$206,885	0.0%	+1.69%	37
FIFTH THIRD BANCORP	Increased	2,674(+97.5%)	$71,530	0.0%	+3.15%	34
UBS Group AG	Decreased	1,206(-96.6%)	$32,261	0.0%	+4.81%	0
AE Wealth Management LLC	Increased	733(+7.8%)	$19,608	0.0%	+5.86%	20
JPMORGAN CHASE & CO	Decreased	230(-79.7%)	$6,150	0.0%	+9.97%	0
WELLS FARGO & COMPANY/MN	Increased	164	$4,391	0.0%	+1.61%	10
PNC FINANCIAL SERVICES GROUP, INC.	New	127	$3,397	0.0%	+1.61%	21
BLAIR WILLIAM & CO/IL	Unchanged	85	$2,274	0.0%	+13.00%	0

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USDUWISDOMTREE TR

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer