WisdomTree Bloomberg U.S. Dollar Bullish Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ASSETMARK, INC | 07/30/2026 | 3.10 M | $82.97 M | -0.89% | 18.03% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 827.28 K | $22.13 M | 313.40% | 4.81% |
| GENWEALTH GROUP, INC. | 07/10/2026 | 781.53 K | $20.91 M | 2.94% | 4.54% |
| MORGAN STANLEY | 08/13/2026 | 750.81 K | $20.08 M | 51.56% | 4.37% |
| AUSDAL FINANCIAL PARTNERS, INC. | 08/14/2026 | 565.84 K | $15.14 M | 158.01% | 3.29% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 08/04/2026 | 556.91 K | $14.90 M | 4.93% | 3.24% |
| ADVYZON INVESTMENT MANAGEMENT, LLC | 08/14/2026 | 553.49 K | $14.81 M | 151.46% | 3.22% |
| LPL FINANCIAL LLC | 08/07/2026 | 353.70 K | $9.46 M | 131.68% | 2.06% |
| AMERITAS ADVISORY SERVICES, LLC | 08/14/2026 | 326.16 K | $8.72 M | 711.25% | 1.90% |
| BEACON CAPITAL MANAGEMENT, INC. | 08/13/2026 | 302.79 K | $8.10 M | 100.00% | 1.76% |
| FORTIS GROUP ADVISORS, LLC | 07/24/2026 | 297.43 K | $7.96 M | 100.00% | 1.73% |
| SUMMIT PLACE FINANCIAL ADVISORS, LLC | 07/29/2026 | 191.31 K | $5.12 M | 3.58% | 1.11% |
| WEALTH HIGH GOVERNANCE ASSET MANAGEMENT LTDA. | 08/12/2026 | 186.80 K | $5.00 M | 100.00% | 1.09% |
| MARIDEA WEALTH MANAGEMENT LLC | 08/06/2026 | 170.41 K | $4.56 M | 70.22% | 0.99% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 169.26 K | $4.53 M | -44.56% | 0.98% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 153.32 K | $4.10 M | 34.35% | 0.89% |
| ENCOMPASS MORE ASSET MANAGEMENT | 07/14/2026 | 129.23 K | $3.46 M | -70.55% | 0.75% |
| J. SAFRA SARASIN HOLDING AG | 07/31/2026 | 119.36 K | $3.14 M | 0.00% | 0.69% |
| CAPITAL ADVISOR NETWORK LLC | 08/13/2026 | 95.72 K | $2.56 M | 35,484.01% | 0.56% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 94.81 K | $2.54 M | -4.84% | 0.55% |
| LEGACY WEALTH PARTNERS, LLC | 07/22/2026 | 85.68 K | $2.29 M | 20.53% | 0.50% |
| ATRIA INVESTMENTS, INC | 07/28/2026 | 81.54 K | $2.18 M | 204.62% | 0.47% |
| COWA, LLC | 08/06/2026 | 77.74 K | $2.08 M | 42.44% | 0.45% |
| CAMARDA FINANCIAL ADVISORS, LLC | 08/17/2026 | 76.78 K | $2.05 M | 100.00% | 0.45% |
| VIDENT ADVISORY, LLC | 08/12/2026 | 73.25 K | $1.96 M | 100.00% | 0.43% |
| VISIONPOINT ADVISORY GROUP, LLC | 07/07/2026 | 63.22 K | $1.69 M | -1.55% | 0.37% |
| FSA INVESTMENT GROUP, LLC | 07/20/2026 | 62.59 K | $1.67 M | 100.00% | 0.36% |
| THOR TRADING ADVISORS, LLC | 08/12/2026 | 50.03 K | $1.34 M | 100.00% | 0.29% |
| CITADEL ADVISORS LLC | 09/02/2026 | 50.00 K | $1.34 M | 40.45% | 0.29% |
| EQUITABLE HOLDINGS, INC. | 08/17/2026 | 46.45 K | $1.24 M | 100.00% | 0.27% |
| GATEWAY WEALTH PARTNERS, LLC | 08/04/2026 | 45.82 K | $1.23 M | 3.87% | 0.27% |
| BEAUMONT CAPITAL MANAGEMENT, LLC | 08/07/2026 | 45.38 K | $1.21 M | 0.02% | 0.26% |
| AVESTAR CAPITAL, LLC | 07/29/2026 | 41.71 K | $1.12 M | 7.90% | 0.24% |
| VESTGEN ADVISORS, LLC | 08/11/2026 | 40.99 K | $1.10 M | 2.36% | 0.24% |
| HANLON INVESTMENT MANAGEMENT, INC. | 07/31/2026 | 40.14 K | $1.07 M | 13.83% | 0.23% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 36.94 K | $988.20 K | -12.14% | 0.21% |
| SOVEREIGN FINANCIAL GROUP, INC. | 07/24/2026 | 36.46 K | $975.28 K | 4.85% | 0.21% |
| MOULTON WEALTH MANAGEMENT, INC | 07/07/2026 | 36.27 K | $971.58 K | 86.77% | 0.21% |
| WAYSTONE ADVISORS LLC | 07/16/2026 | 32.67 K | $873.89 K | 12.73% | 0.19% |
| CITADEL ADVISORS LLC | 09/02/2026 | 20.56 K | $549.90 K | -72.46% | 0.12% |
| ASCENT GROUP, LLC | 08/03/2026 | 16.32 K | $436.53 K | 2.15% | 0.09% |
| CITADEL ADVISORS LLC | 09/02/2026 | 14.30 K | $382.53 K | -26.29% | 0.08% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 13.08 K | $350.00 K | 100.00% | 0.08% |
| REYES FINANCIAL ARCHITECTURE, INC. | 07/17/2026 | 12.88 K | $344.51 K | -95.77% | 0.07% |
| BANK OF MONTREAL /CAN/ | 08/12/2026 | 12.83 K | $333.66 K | -13.99% | 0.07% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 08/19/2026 | 11.91 K | $318.65 K | 100.00% | 0.07% |
| SYNERGY ASSET MANAGEMENT, LLC | 07/22/2026 | 11.46 K | $306.61 K | 100.00% | 0.07% |
| IGNITE PLANNERS, LLC | 07/23/2026 | 11.44 K | $305.97 K | 0.87% | 0.07% |
| BROOKWOOD INVESTMENT GROUP LLC | 07/23/2026 | 9.86 K | $263.84 K | -38.62% | 0.06% |
| WBI INVESTMENTS, INC. | 08/11/2026 | 9.64 K | $257.79 K | -29.86% | 0.06% |
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WisdomTree Bloomberg U.S. Dollar Bullish Fund institutional Ownership - FAQ's
During the previous two years, 113 institutional investors and hedge funds held shares of WisdomTree Bloomberg U.S. Dollar Bullish Fund. The most heavily invested institutionals were:
ASSETMARK, INC: 3.1 M
ENVESTNET ASSET MANAGEMENT INC: 827,284
GenWealth Group, Inc.: 781,534
MORGAN STANLEY: 750,805
Ausdal Financial Partners, Inc.: 565,839
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC: 556,910
63.28% of WisdomTree Bloomberg U.S. Dollar Bullish Fund stock is owned by institutional investors.
Institutional investors have bought a total of 11.75 M shares in the last 24 months. This purchase volume represents approximately $305.32 M in transactions.