Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / BLMBG US BULL
-
Total 13F shares
-
982,787
-
Share change
-
+40,345
-
Total reported value
-
$25,367,539
-
Price per share
-
$25.80
-
Number of holders
-
7
-
Value change
-
+$1,027,359
-
Number of buys
-
5
-
Number of sells
-
2
Institutional Holders of WISDOMTREE TR - BLMBG US BULL (USDU) as of Q4 2025
As of 31 Dec 2025,
WISDOMTREE TR - BLMBG US BULL (USDU) was held by
7 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
982,787 shares.
The largest 7 holders included
GenWealth Group, Inc., Maridea Wealth Management LLC, J. Safra Sarasin Holding AG, Sovereign Financial Group, Inc., PMV Capital Advisers, LLC, FLAGSHIP HARBOR ADVISORS, LLC, and Global Wealth Strategies & Associates.
This page lists
7
institutional shareholders reporting positions in this security
for the Q4 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.