Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / BLMBG US BULL
-
Total 13F shares
-
3,268,538
-
Share change
-
-610,736
-
Total reported value
-
$86,364,126
-
Put/Call ratio
-
168%
-
Price per share
-
$26.39
-
Number of holders
-
41
-
Value change
-
-$15,063,499
-
Number of buys
-
20
-
Number of sells
-
33
Institutional Holders of WISDOMTREE TR - BLMBG US BULL (USDU) as of Q3 2025
As of 30 Sep 2025,
WISDOMTREE TR - BLMBG US BULL (USDU) was held by
41 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,268,538 shares.
The largest 10 holders included
GenWealth Group, Inc., OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC, Trek Financial, LLC, Summit Place Financial Advisors, LLC, PREVAIL INNOVATIVE WEALTH ADVISORS, LLC, MORGAN STANLEY, Fortis Group Advisors, LLC, BANK OF AMERICA CORP /DE/, Ausdal Financial Partners, Inc., and Maridea Wealth Management LLC.
This page lists
41
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.