USDU institutional holders

WISDOMTREE TR · 13F, 2026Q2

Managers holding76
Shares held10,896,015
Reported value$291.4m
Quarter flows24 new, 31 added, 17 trimmed, 15 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
ASSETMARK, INC3,101,590$83.0m0.1%
ENVESTNET ASSET MANAGEMENT INC827,284$22.1m0.0%
GenWealth Group, Inc.781,534$20.9m3.3%
MORGAN STANLEY750,805$20.1m0.0%
Ausdal Financial Partners, Inc.565,839$15.1m0.6%
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC556,910$14.9m0.8%
Advyzon Investment Management, LLC553,489$14.8m1.1%
LPL Financial LLC353,695$9.5m0.0%
Ameritas Advisory Services, LLC326,163$8.7m0.2%
Beacon Capital Management, Inc.302,785$8.1m0.5%
Fortis Group Advisors, LLC297,428$8.0m1.3%
Summit Place Financial Advisors, LLC191,313$5.1m2.2%
Wealth High Governance Asset Management Ltda.186,800$5.0m0.5%
Maridea Wealth Management LLC170,411$4.6m0.5%
HighTower Advisors, LLC169,260$4.5m0.0%
Cetera Investment Advisers153,319$4.1m0.0%
Encompass More Asset Management129,226$3.5m0.5%
J. Safra Sarasin Holding AG119,357$3.1m0.0%
Capital Advisor Network LLC95,721$2.6m3.2%
OSAIC HOLDINGS, INC.94,812$2.5m0.0%
Legacy Wealth Partners, LLC85,677$2.3m0.5%
Atria Investments, Inc81,535$2.2m0.0%
COWA, LLC77,741$2.1m0.5%
Camarda Financial Advisors, LLC76,782$2.1m0.6%
Vident Advisory, LLC73,248$2.0m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("USDU"). USDU price history · All 13F data

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