WISDOMTREE TRUST
USDUInstitutional ownership · Q2 2026
Institutional holders
76
+9 (+13.4%) vs Q1 2026
Reported value
$291.1M
+20.8% vs Q1 2026
Shares held
10.9M
+1.7M shares
Quarter
Q2 2026
Period ended Jun 30, 2026
76 institutional managers reported holding 10,882,940 shares worth $291,060,661 on Form 13F for Q2 2026, against 67 in Q1 2026. Share positions on CUSIP 97717W471 only; option legs and principal-amount lines are not counted.
Top 25 institutional holders · Q2 2026
| # | Manager | Shares | Value | % of portfolio | Change | Position page |
|---|---|---|---|---|---|---|
| 1 | ASSETMARK INC | 3,101,590 | $83.0M | 0.14% | -27.8K | Position |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 827,284 | $22.1M | < 0.01% | +627.2K | Position |
| 3 | GenWealth Group Inc | 781,534 | $20.9M | 3.26% | +22.3K | Position |
| 4 | MORGAN STANLEY | 750,805 | $20.1M | < 0.01% | +255.4K | Position |
| 5 | Ausdal Financial Partners Inc | 565,839 | $15.1M | 0.59% | +346.5K | Position |
| 6 | OSBORNE PARTNERS CAPITAL MANAGEMENT LLC | 556,910 | $14.9M | 0.83% | +26.2K | Position |
| 7 | Advyzon Investment Management LLC | 553,489 | $14.8M | 1.07% | +333.4K | Position |
| 8 | LPL Financial LLC | 353,695 | $9.5M | < 0.01% | +201.0K | Position |
| 9 | Ameritas Advisory Services LLC | 326,163 | $8.7M | 0.18% | +286.0K | Position |
| 10 | Beacon Capital Management Inc | 302,785 | $8.1M | 0.49% | New | Position |
| 11 | Fortis Group Advisors LLC | 297,428 | $8.0M | 1.27% | New | Position |
| 12 | Summit Place Financial Advisors LLC | 191,313 | $5.1M | 2.24% | +6.6K | Position |
| 13 | Wealth High Governance Asset Management Ltda | 186,800 | $5.0M | 0.53% | New | Position |
| 14 | Maridea Wealth Management LLC | 170,411 | $4.6M | 0.49% | +70.3K | Position |
| 15 | HighTower Advisors LLC | 169,260 | $4.5M | < 0.01% | -136.1K | Position |
| 16 | Cetera Investment Advisers | 153,319 | $4.1M | < 0.01% | +39.2K | Position |
| 17 | Encompass More Asset Management | 129,226 | $3.5M | 0.5% | -309.6K | Position |
| 18 | J Safra Sarasin Holding AG | 119,357 | $3.1M | 0.05% | — | Position |
| 19 | Capital Advisor Network LLC | 95,721 | $2.6M | 3.2% | +95.5K | Position |
| 20 | ADVISOR GROUP HOLDINGS INC | 94,812 | $2.5M | < 0.01% | -4.8K | Position |
| 21 | Legacy Wealth Partners LLC | 85,677 | $2.3M | 0.51% | +14.6K | Position |
| 22 | Atria Investments Inc | 81,535 | $2.2M | 0.02% | +54.8K | Position |
| 23 | COWA LLC | 77,741 | $2.1M | 0.52% | +23.2K | Position |
| 24 | Camarda Financial Advisors LLC | 76,782 | $2.1M | 0.62% | New | Position |
| 25 | Vident Advisory LLC | 73,248 | $2.0M | 0.01% | New | Position |
Values as reported on each manager's Q2 2026 Form 13F. Change is in shares against the manager's prior-quarter filing.
13F holders by quarter
| Quarter | Holders | Shares | Value |
|---|---|---|---|
| Q2 2026 | 76 +9 | 10.9M | $291.1M |
| Q1 2026 | 67 +18 | 9.2M | $240.9M |
| Q4 2025 | 49 +7 | 5.1M | $131.0M |
| Q3 2025 | 42 -12 | 3.3M | $86.4M |
| Q2 2025 | 54 -4 | 3.9M | $100.0M |
| Q1 2025 | 58 -14 | 4.3M | $115.9M |
| Q4 2024 | 72 +23 | 6.1M | $167.5M |
| Q3 2024 | 49 -14 | 5.4M | $143.8M |
| Q2 2024 | 63 +13 | 6.3M | $169.9M |
| Q1 2024 | 50 -4 | 4.3M | $113.3M |
| Q4 2023 | 54 +7 | 4.3M | $107.0M |
| Q3 2023 | 47 +2 | 5.1M | $140.4M |
| Q2 2023 | 45 -13 | 3.9M | $104.4M |
| Q1 2023 | 58 | 9.5M | $248.2M |
| Q4 2022 | 58 -3 | 10.3M | $267.7M |
| Q3 2022 | 61 +10 | 11.6M | $348.4M |
| Q2 2022 | 51 +13 | 9.0M | $251.3M |
| Q1 2022 | 38 +11 | 5.8M | $163.1M |
| Q4 2021 | 27 +3 | 3.5M | $91.0M |
| Q3 2021 | 24 | 4.0M | $105.1M |
Q3 2021–Q2 2026, as reported on Form 13F. Earlier quarters are in the ownership explorer below.
Across other SEC filings
Fund holders · N-PORT
4 funds| Fund | Value | % of fund | As of |
|---|---|---|---|
| THOR AdaptiveRisk Dynamic ETF | $8.8M | 18.69% | Aug 2026 |
| Draco Evolution AI ETF | $6.9M | 32.74% | Aug 2026 |
| Q3 ALL SEASON ACTIVE ROTATION ETF | $3.1M | 4.65% | Aug 2026 |
| PMV Adaptive Risk Parity ETF ARP | $2.1M | 2.91% | Jul 2026 |
4 funds reported holding $20,822,483 in total on their latest public Form N-PORT reports, the most recent dated August 2026.
Ownership explorer
Loading ownership explorer…
Security Details
| CUSIP | 97717W471 |
|---|---|
| FIGI | BBG005PXGB60 |
| Symbol | USDU |
| Type | Etf |
| Class | BLMBG US BULL as filed on 13F |
| Exchange | NYSE Arca |
| Company | WISDOMTREE TRUST |
Other securities from this issuer
| Name | Symbol | CUSIP | Type |
|---|---|---|---|
| WISDOMTREE INTERNATIONAL AI | AIVI | 97717W786 | Common stock |
| WISDOMTREE NEW ECONOMY REAL | WTRE | 97717W331 | Common stock |
| WISDOMTREE TR | DXJF | 97717W463 | Common stock |
| WISDOMTREE TR | DXJC | 97717W356 | Common stock |
| WISDOMTREE TR | DXPS | 97717W349 | Common stock |
| WISDOMTREE TR | DXJT | 97717W489 | Common stock |
| WISDOMTREE TR | HYND | 97717W398 | Common stock |
| WISDOMTREE TR | EMCG | 97717W539 | Common stock |
| WISDOMTREE TR | JGBB | 97717W299 | Common stock |
| WISDOMTREE TR | AGND | 97717W364 | Common stock |
| WISDOMTREE TR | DXJR | 97717W638 | Common stock |
| WISDOMTREE TR | DXKW | 97717W372 | Common stock |
Identifier History
| Type | Value | From | To |
|---|---|---|---|
| SERIES_ID | S000042991 | 2026-03-05 | Current |
| FIGI | BBG005PXGB60 | 2026-02-07 | Current |
| CUSIP | 97717W471 | 2014-03-31 | Current |
Listing History
| Symbol | Exchange | From | To |
|---|---|---|---|
| USDU | NYSE Arca | 2014-04-01 | Current |