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 | 05/06/2026 | 3.13 M | $82.40 M | 5,638.96% | 44.09% |
| GENWEALTH GROUP, INC. | 05/11/2026 | 759.23 K | $19.99 M | 30.82% | 10.70% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 04/27/2026 | 530.74 K | $13.97 M | 3.41% | 7.48% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 512.48 K | $13.49 M | 100.00% | 7.22% |
| MORGAN STANLEY | 05/15/2026 | 495.40 K | $13.04 M | 151.08% | 6.98% |
| ENCOMPASS MORE ASSET MANAGEMENT | 04/28/2026 | 438.84 K | $11.55 M | 100.00% | 6.18% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 305.32 K | $8.04 M | 144.31% | 4.30% |
| REYES FINANCIAL ARCHITECTURE, INC. | 05/12/2026 | 304.72 K | $8.02 M | 7,066.56% | 4.29% |
| ADVYZON INVESTMENT MANAGEMENT, LLC | 05/12/2026 | 220.11 K | $5.80 M | -45.57% | 3.10% |
| AUSDAL FINANCIAL PARTNERS, INC. | 05/12/2026 | 219.31 K | $5.77 M | -42.02% | 3.09% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 200.12 K | $5.27 M | 78.44% | 2.82% |
| SUMMIT PLACE FINANCIAL ADVISORS, LLC | 05/01/2026 | 184.70 K | $4.86 M | -8.12% | 2.60% |
| LPL FINANCIAL LLC | 05/06/2026 | 152.67 K | $4.02 M | 224.01% | 2.15% |
| JANE STREET GROUP, LLC | 05/12/2026 | 125.86 K | $3.31 M | 268.58% | 1.77% |
| J. SAFRA SARASIN HOLDING AG | 05/04/2026 | 119.36 K | $3.14 M | -12.56% | 1.68% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 114.12 K | $3.00 M | 100.00% | 1.61% |
| MARIDEA WEALTH MANAGEMENT LLC | 04/21/2026 | 100.11 K | $2.64 M | -55.59% | 1.41% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 99.64 K | $2.62 M | 1,976.25% | 1.40% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 92.77 K | $2.44 M | -67.45% | 1.31% |
| CITADEL ADVISORS LLC | 05/15/2026 | 74.65 K | $1.97 M | -32.24% | 1.05% |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/01/2026 | 71.09 K | $1.87 M | 100.00% | 1.00% |
| 04/17/2026 | 71.08 K | $1.87 M | 100.00% | 1.00% | |
| VISIONPOINT ADVISORY GROUP, LLC | 05/07/2026 | 64.21 K | $1.69 M | 100.00% | 0.90% |
| COWA, LLC | 05/14/2026 | 54.58 K | $1.44 M | 10.74% | 0.77% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 51.65 K | $1.36 M | -65.23% | 0.73% |
| BEAUMONT CAPITAL MANAGEMENT, LLC | 05/14/2026 | 45.37 K | $1.19 M | 100.00% | 0.64% |
| GATEWAY WEALTH PARTNERS, LLC | 05/15/2026 | 44.11 K | $1.16 M | 100.00% | 0.62% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 42.05 K | $1.11 M | 18.44% | 0.59% |
| AMERITAS ADVISORY SERVICES, LLC | 05/12/2026 | 40.21 K | $1.06 M | 100.00% | 0.57% |
| VESTGEN ADVISORS, LLC | 05/14/2026 | 40.04 K | $1.04 M | 100.00% | 0.56% |
| AVESTAR CAPITAL, LLC | 05/13/2026 | 38.65 K | $1.02 M | -4.32% | 0.54% |
| GEOWEALTH MANAGEMENT, LLC | 05/13/2026 | 38.15 K | $1.00 M | 100.00% | 0.54% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 37.13 K | $977.50 K | 100.00% | 0.52% |
| UBS GROUP AG | 05/05/2026 | 35.85 K | $943.83 K | 4,208.41% | 0.51% |
| CITADEL ADVISORS LLC | 05/15/2026 | 35.60 K | $937.35 K | 100.00% | 0.50% |
| HANLON INVESTMENT MANAGEMENT, INC. | 05/12/2026 | 35.26 K | $928.42 K | 100.00% | 0.50% |
| SOVEREIGN FINANCIAL GROUP, INC. | 04/17/2026 | 34.77 K | $915.52 K | 4.14% | 0.49% |
| 04/16/2026 | 28.98 K | $763.02 K | 100.00% | 0.41% | |
| ATRIA INVESTMENTS, INC | 05/05/2026 | 26.77 K | $704.75 K | 100.00% | 0.38% |
| MOULTON WEALTH MANAGEMENT, INC | 04/08/2026 | 19.42 K | $510.98 K | 100.00% | 0.27% |
| CITADEL ADVISORS LLC | 05/15/2026 | 19.40 K | $510.80 K | 145.57% | 0.27% |
| HILLTOP HOLDINGS INC. | 05/14/2026 | 17.55 K | $462.07 K | -62.35% | 0.25% |
| BROOKWOOD INVESTMENT GROUP LLC | 05/04/2026 | 16.07 K | $423.12 K | 100.00% | 0.23% |
| ASCENT GROUP, LLC | 05/15/2026 | 15.98 K | $420.62 K | 100.00% | 0.23% |
| BANK OF MONTREAL /CAN/ | 05/13/2026 | 14.92 K | $392.87 K | 100.00% | 0.21% |
| WBI INVESTMENTS, INC. | 05/11/2026 | 13.74 K | $361.76 K | -42.81% | 0.19% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 11.54 K | $303.80 K | -78.94% | 0.16% |
| IGNITE PLANNERS, LLC | 04/17/2026 | 11.34 K | $298.56 K | 100.00% | 0.16% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 8.63 K | $227.21 K | 100.00% | 0.12% |
| MERIT FINANCIAL GROUP, LLC | 04/15/2026 | 8.01 K | $210.77 K | 100.00% | 0.11% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
WisdomTree Bloomberg U.S. Dollar Bullish Fund institutional Ownership - FAQ's
During the previous two years, 96 institutional investors and hedge funds held shares of WisdomTree Bloomberg U.S. Dollar Bullish Fund. The most heavily invested institutionals were:
ASSETMARK, INC: 3.13 M
GenWealth Group, Inc.: 759,232
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC: 530,739
Empowered Funds, LLC: 512,482
MORGAN STANLEY: 495,397
Encompass More Asset Management: 438,837
128.75% of WisdomTree Bloomberg U.S. Dollar Bullish Fund stock is owned by institutional investors.
Institutional investors have bought a total of 9.89 M shares in the last 24 months. This purchase volume represents approximately $257.06 M in transactions.