WisdomTree Bloomberg U.S. Dollar Bullish Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GENWEALTH GROUP, INC. | 01/12/2026 | 580.39 K | $14.99 M | -9.07% | 10.02% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 01/27/2026 | 513.24 K | $13.24 M | 0.18% | 8.86% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 583.15 K | $15.05 M | 100.00% | 8.39% |
| ADVYZON INVESTMENT MANAGEMENT, LLC | 02/13/2026 | 404.40 K | $10.43 M | 308.03% | 5.82% |
| AUSDAL FINANCIAL PARTNERS, INC. | 02/13/2026 | 378.25 K | $9.76 M | 191.53% | 5.44% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 342.00 K | $8.82 M | 100.00% | 5.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 284.99 K | $7.35 M | 686.99% | 4.10% |
| MARIDEA WEALTH MANAGEMENT LLC | 01/08/2026 | 225.42 K | $5.82 M | 78.98% | 3.89% |
| SUMMIT PLACE FINANCIAL ADVISORS, LLC | 02/02/2026 | 201.03 K | $5.19 M | -2.22% | 3.47% |
| MORGAN STANLEY | 02/13/2026 | 197.31 K | $5.09 M | 21.89% | 2.84% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 02/06/2026 | 171.25 K | $4.42 M | 3.34% | 2.60% |
| J. SAFRA SARASIN HOLDING AG | 01/15/2026 | 136.51 K | $3.52 M | 8.59% | 2.36% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 124.97 K | $3.22 M | 12.94% | 2.16% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 148.56 K | $3.83 M | 100.00% | 2.14% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 112.15 K | $2.89 M | 389.05% | 1.61% |
| CITADEL ADVISORS LLC | 02/17/2026 | 110.16 K | $2.84 M | 210.89% | 1.59% |
| VIDENT ADVISORY, LLC | 02/18/2026 | 73.50 K | $1.90 M | 100.00% | 1.06% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 54.79 K | $1.41 M | 100.00% | 0.95% |
| ASSETMARK, INC | 01/23/2026 | 54.53 K | $1.41 M | 16,834.47% | 0.94% |
| COWA, LLC | 02/12/2026 | 49.29 K | $1.27 M | 335.26% | 0.75% |
| LPL FINANCIAL LLC | 02/11/2026 | 47.12 K | $1.22 M | 260.08% | 0.71% |
| HILLTOP HOLDINGS INC. | 02/17/2026 | 46.61 K | $1.20 M | 100.00% | 0.67% |
| AVESTAR CAPITAL, LLC | 02/10/2026 | 40.40 K | $1.04 M | -32.64% | 0.61% |
| JANE STREET GROUP, LLC | 02/12/2026 | 34.15 K | $880.97 K | -72.61% | 0.59% |
| SOVEREIGN FINANCIAL GROUP, INC. | 01/07/2026 | 33.39 K | $861.41 K | 6.24% | 0.58% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 35.50 K | $915.85 K | -73.32% | 0.51% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 21.46 K | $563.08 K | 100.00% | 0.37% |
| WBI INVESTMENTS, INC. | 02/13/2026 | 24.03 K | $619.88 K | 5.13% | 0.35% |
| GTS SECURITIES LLC | 02/13/2026 | 11.40 K | $293.99 K | 100.00% | 0.16% |
| ROYAL BANK OF CANADA | 02/17/2026 | 7.93 K | $205.00 K | 31,612.00% | 0.11% |
| CITADEL ADVISORS LLC | 02/17/2026 | 7.90 K | $203.82 K | -75.31% | 0.11% |
| PMV CAPITAL ADVISERS, LLC | 01/08/2026 | 5.28 K | $136.28 K | 100.00% | 0.09% |
| REYES FINANCIAL ARCHITECTURE, INC. | 01/26/2026 | 4.25 K | $109.70 K | 100.00% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 4.80 K | $123.82 K | -14.06% | 0.07% |
| PARALLEL ADVISORS, LLC | 02/11/2026 | 3.71 K | $95.72 K | 100.00% | 0.05% |
| TUCKER ASSET MANAGEMENT LLC | 02/05/2026 | 2.64 K | $68.09 K | 100.00% | 0.05% |
| FLAGSHIP HARBOR ADVISORS, LLC | 01/21/2026 | 1.78 K | $45.85 K | 100.00% | 0.03% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 1.68 K | $43.34 K | 0.00% | 0.02% |
| JPMORGAN CHASE & CO | 02/11/2026 | 1.00 K | $25.80 K | -30.51% | 0.02% |
| CIBC PRIVATE WEALTH GROUP, LLC | 02/12/2026 | 956 | $24.67 K | 154.26% | 0.01% |
| UBS GROUP AG | 01/29/2026 | 832 | $21.47 K | 0.00% | 0.01% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 611 | $15.76 K | 11.70% | 0.01% |
| HORIZON INVESTMENTS, LLC | 02/02/2026 | 360 | $9.29 K | 30.91% | 0.01% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 159 | $4.10 K | 100.00% | 0.00% |
| SMARTLEAF ASSET MANAGEMENT LLC | 02/13/2026 | 163 | $4.20 K | 36.97% | 0.00% |
| COMERICA BANK | 01/29/2026 | 100 | $2.58 K | 100.00% | 0.00% |
| BLAIR WILLIAM & CO/IL | 02/17/2026 | 85 | $2.19 K | 0.00% | 0.00% |
| GLOBAL WEALTH STRATEGIES & ASSOCIATES | 01/02/2026 | 30 | $774 | 0.00% | 0.00% |
| TCTC HOLDINGS, LLC | 02/12/2026 | 22 | $568 | 0.00% | 0.00% |
| FMR LLC | 02/17/2026 | 17 | $439 | 100.00% | 0.00% |
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WisdomTree Bloomberg U.S. Dollar Bullish Fund institutional Ownership - FAQ's
During the previous two years, 87 institutional investors and hedge funds held shares of WisdomTree Bloomberg U.S. Dollar Bullish Fund. The most heavily invested institutionals were:
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC: 530,739
Encompass More Asset Management: 438,837
HighTower Advisors, LLC: 305,315
ENVESTNET ASSET MANAGEMENT INC: 200,116
Summit Place Financial Advisors, LLC: 184,703
J. Safra Sarasin Holding AG: 119,357
87.65% of WisdomTree Bloomberg U.S. Dollar Bullish Fund stock is owned by institutional investors.
Institutional investors have bought a total of 5.95 M shares in the last 24 months. This purchase volume represents approximately $154.56 M in transactions.