Reported 119,357 shares, unchanged from the prior quarter.
Reported value 0.0%; share count 0.0% vs. the prior quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2024-06-30 | 1880127 |
| 2024-09-30 | 0 |
| 2024-12-31 | 2244056 |
| 2025-03-31 | 0 |
| 2025-09-30 | 3317381 |
| 2025-12-31 | 3521932 |
| 2026-03-31 | 3142670 |
| 2026-06-30 | 3142670 |
| 2026-09-30 | 3142670 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q3 2026 | Unchanged | 119,357 | 0 (0.0%) | 0.04% | $3,142,670 | 2026-10-26 | |
| Q2 2026 | Unchanged | 119,357 | 0 (0.0%) | 0.05% | $3,142,670 | 2026-07-31 | |
| Q1 2026 | Reduced | 119,357 | -17,152 (-12.6%) | 0.05% | $3,142,670 | 2026-05-04 | |
| Q4 2025 | Added | 136,509 | +10,803 (8.6%) | 0.06% | $3,521,932 | 2026-01-15 | |
| Q3 2025 | New | 125,706 | +125,706 (0.0%) | 0.05% | $3,317,381 | 2025-11-03 | |
| Q1 2025 | Reduced | 0 | -81,130 (-100.0%) | 0 | $0 | 2025-05-09 | |
| Q4 2024 | New | 81,130 | +81,130 (0.0%) | 0.04% | $2,244,056 | 2025-02-14 | |
| Q3 2024 | Reduced | 0 | -69,403 (-100.0%) | 0 | $0 | 2024-11-12 | |
| Q2 2024 | New | 69,403 | +69,403 (0.0%) | 0.03% | $1,880,127 | 2024-07-30 |
Who else reported the position
91 managers reported WISDOMTREE BLOOMBERG U.S. DOLL for Q2 2026.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| ASSETMARK INC | Reduced | 3,101,590 | -27,805 | 0.14% | $82,967,533 | 25 qtrs |
| ENVESTNET ASSET MANAGEMENT INC | Added | 827,284 | +627,168 | < 0.01% | $22,129,858 | 21 qtrs |
| GenWealth Group Inc | Added | 781,534 | +22,302 | 3.26% | $20,906,035 | 16 qtrs |
| MORGAN STANLEY | Added | 750,805 | +255,408 | < 0.01% | $20,084,041 | 49 qtrs |
| Ausdal Financial Partners Inc | Added | 565,839 | +346,527 | 0.59% | $15,136,180 | 6 qtrs |
| OSBORNE PARTNERS CAPITAL MANAGEMENT LLC | Added | 556,910 | +26,171 | 0.83% | $14,897,347 | 15 qtrs |
| Advyzon Investment Management LLC | Added | 553,489 | +333,378 | 1.07% | $14,805,818 | 5 qtrs |
| LPL Financial LLC | Added | 353,695 | +201,030 | < 0.01% | $9,461,354 | 17 qtrs |
| Ameritas Advisory Services LLC | Added | 326,163 | +285,958 | 0.18% | $8,724,860 | 18 qtrs |
| Beacon Capital Management Inc | New | 302,785 | +302,785 | 0.49% | $8,099,499 | 1 qtr |
Filing details and methodology As reported
- Report period
- June 30, 2026
- Filed
- July 31, 2026
- Filing type
- 13F-HR
- Position type
- BLMBG US BULL
Voting authority reported
- Sole
- 119,357
- Shared
- 0
- None
- 0
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.