DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (USDU)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
77
Reporting holders
$293.2M
Reported value
0.5%
Calls
0.1%
Puts
+8
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ASSETMARK, INC | $83.0M | 3,101,590 | 0.14% | 25q | -0.9%-$743.8K |
| ENVESTNET ASSET MANAGEMENT INC | $22.1M | 827,284 | 0.01% | 21q | +313.4%+$16.8M |
| GenWealth Group, Inc. | $20.9M | 781,534 | 3.26% | 16q | +2.9%+$596.6K |
| MORGAN STANLEY | $20.1M | 750,805 | 0.00% | 35q | +51.6%+$6.8M |
| Ausdal Financial Partners, Inc. | $15.1M | 565,839 | 0.59% | 6q | +158.0%+$9.3M |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $14.9M | 556,910 | 0.83% | 15q | +4.9%+$700.1K |
| Advyzon Investment Management, LLC | $14.8M | 553,489 | 1.07% | 5q | +151.5%+$8.9M |
| LPL Financial LLC | $9.5M | 353,695 | 0.00% | 12q | +131.7%+$5.4M |
| Ameritas Advisory Services, LLC | $8.7M | 326,163 | 0.18% | 2q | +711.2%+$7.6M |
| Beacon Capital Management, Inc. | $8.1M | 302,785 | 0.49% | new | NEW |
| Fortis Group Advisors, LLC | $8.0M | 297,428 | 1.27% | new | NEW |
| Summit Place Financial Advisors, LLC | $5.1M | 191,313 | 2.24% | 27q | +3.6%+$176.8K |
| Wealth High Governance Asset Management Ltda. | $5.0M | 186,800 | 0.53% | new | NEW |
| Maridea Wealth Management LLC | $4.6M | 170,411 | 0.49% | 7q | +70.2%+$1.9M |
| HighTower Advisors, LLC | $4.5M | 169,260 | 0.00% | 22q | -44.6%-$3.6M |
| Cetera Investment Advisers | $4.1M | 153,319 | 0.00% | 2q | +34.3%+$1.0M |
| Encompass More Asset Management | $3.5M | 129,226 | 0.50% | 2q | -70.6%-$8.3M |
| J. Safra Sarasin Holding AG | $3.1M | 119,357 | 0.05% | 4q | HELD |
| Capital Advisor Network LLC | $2.6M | 95,721 | 3.20% | 2q | +35484.0%+$2.6M |
| OSAIC HOLDINGS, INC. | $2.5M | 94,812 | 0.00% | 26q | -4.8%-$129.1K |
| Legacy Wealth Partners, LLC | $2.3M | 85,677 | 0.51% | 2q | +20.5%+$390.4K |
| CITADEL ADVISORS LLC | $2.3M incl. $1.7M options CALL+PUT | 20,557 | 0.00% | 8q | -72.5%-$6.0M |
| Atria Investments, Inc | $2.2M | 81,535 | 0.02% | 2q | +204.6%+$1.5M |
| COWA, LLC | $2.1M | 77,741 | 0.52% | 4q | +42.4%+$619.6K |
| Camarda Financial Advisors, LLC | $2.1M | 76,782 | 0.62% | new | NEW |
| Vident Advisory, LLC | $2.0M | 73,248 | 0.01% | new | NEW |
| Balefire, LLC | $1.7M | 63,220 | 0.28% | 2q | -1.5%-$26.6K |
| FSA Investment Group, LLC | $1.7M | 62,589 | 0.54% | new | NEW |
| THOR TRADING ADVISORS, LLC | $1.3M | 50,028 | 0.42% | new | NEW |
| Equitable Holdings, Inc. | $1.2M | 46,445 | 0.01% | new | NEW |
| Gateway Wealth Partners, LLC | $1.2M | 45,816 | 0.07% | 2q | +3.9%+$45.6K |
| Algorithmic Investment Models, LLC | $1.2M | 45,378 | 1.41% | 2q | HELD |
| Avestar Capital, LLC | $1.1M | 41,706 | 0.06% | 10q | +7.9%+$81.7K |
| VestGen Advisors, LLC | $1.1M | 40,985 | 0.03% | 2q | +2.4%+$25.3K |
| VestGen Investment Management | $1.1M | 40,138 | 0.57% | 2q | +13.8%+$130.5K |
| BANK OF AMERICA CORP /DE/ | $988.2K | 36,942 | 0.00% | 31q | -12.1%-$136.5K |
| Sovereign Financial Group, Inc. | $975.3K | 36,459 | 0.15% | 4q | +4.9%+$45.2K |
| MOULTON WEALTH MANAGEMENT, INC | $971.6K | 36,273 | 0.64% | 2q | +86.8%+$451.4K |
| WAYSTONE ADVISORS LLC | $873.9K | 32,668 | 0.65% | 2q | +12.7%+$98.7K |
| Cambridge Investment Research Advisors, Inc. | $700.0K | 26,150 | 0.00% | new | NEW |
| Ascent Group, LLC | $436.5K | 16,319 | 0.01% | 2q | +2.2%+$9.2K |
| Reyes Financial Architecture, Inc. | $344.5K | 12,879 | 0.19% | 3q | -95.8%-$7.8M |
| BANK OF MONTREAL /CAN/ | $333.7K | 12,833 | 0.00% | 2q | -14.0%-$54.3K |
| Kingsview Wealth Management, LLC | $318.6K | 11,912 | 0.00% | new | NEW |
| Synergy Asset Management, LLC | $306.6K | 11,462 | 0.03% | new | NEW |
| Ignite Planners, LLC | $306.0K | 11,438 | 0.04% | 2q | +0.9%+$2.6K |
| Brookwood Investment Group LLC | $263.8K | 9,863 | 0.03% | 2q | -38.6%-$166.0K |
| WBI INVESTMENTS, LLC | $257.8K | 9,637 | 0.06% | 6q | -29.9%-$109.8K |
| Worth Asset Management, LLC | $233.7K | 8,736 | 0.07% | new | NEW |
| Qube Research & Technologies Ltd | $206.9K | 7,734 | 0.00% | 2q | +3636.2%+$201.3K |
| IFP Advisors, Inc | $191.7K | 7,167 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $143.8K | 5,376 | 0.00% | 2q | +3281.1%+$139.6K |
| NVWM, LLC | $116.8K | 4,365 | 0.02% | new | NEW |
| Parallel Advisors, LLC | $115.2K | 4,305 | 0.00% | 3q | -6.7%-$8.3K |
| FWL INVESTMENT MANAGEMENT, LLC | $73.5K | 2,746 | 0.01% | new | NEW |
| FIFTH THIRD BANCORP | $71.5K | 2,674 | 0.00% | 2q | +97.5%+$35.3K |
| TUCKER ASSET MANAGEMENT LLC | $45.2K | 1,690 | 0.01% | new | NEW |
| UBS Group AG | $32.3K | 1,206 | 0.00% | 31q | -96.6%-$926.6K |
| Capital Investment Advisory Services, LLC | $31.9K | 1,191 | 0.00% | 2q | +30.9%+$7.5K |
| BFC Planning, Inc. | $20.6K | 769 | 0.00% | 3q | HELD |
| AE Wealth Management LLC | $19.6K | 733 | 0.00% | 7q | +7.8%+$1.4K |
| HARBOUR INVESTMENTS, INC. | $17.4K | 652 | 0.00% | 6q | +13.6%+$2.1K |
| Cape Investment Advisory, Inc. | $15.8K | 590 | 0.00% | new | NEW |
| Highland Investment Advisors LLC | $10.2K | 380 | 0.00% | new | FIRST |
| PMV Capital Advisers, LLC | $7.7K | 287 | 0.01% | new | NEW |
| Johnson Financial Group, Inc. | $7.6K | 284 | 0.00% | 2q | HELD |
| Smartleaf Asset Management LLC | $6.2K | 233 | 0.00% | 6q | HELD |
| JPMORGAN CHASE & CO | $6.2K | 230 | 0.00% | 17q | -79.7%-$24.2K |
| Rossby Financial, LCC | $6.0K | 224 | 0.00% | 2q | +2.3% |
| Buck Wealth Strategies, LLC | $5.7K | 214 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $4.4K | 164 | 0.00% | 7q | HELD |
| PNC Financial Services Group, Inc. | $3.4K | 127 | 0.00% | new | NEW |
| Continuum Advisory, LLC | $3.0K | 113 | 0.00% | new | NEW |
| BLAIR WILLIAM & CO/IL | $2.3K | 85 | 0.00% | 15q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $1.4K | 51 | 0.00% | 2q | -51.9%-$1.5K |
| ROYAL BANK OF CANADA | $1.0K | 25 | 0.00% | 18q | -97.9%-$46.6K |
| Horizon Investments, LLC | $321 | 12 | 0.00% | 4q | -89.1%-$2.6K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 18 | $75.2M | 2,790,692 | 2 | 4 | 9 | 0.0% |
| Q2 2026 | 77 | $293.2M | 10,896,784 | 21 | 31 | 17 | 0.6% |
| Q1 2026 | 69 | $242.4M | 9,151,153 | 30 | 18 | 16 | 0.6% |
| Q4 2025 | 51 | $131.2M | 5,076,677 | 16 | 21 | 8 | 0.2% |
| Q3 2025 | 43 | $87.7M | 3,270,002 | 10 | 12 | 13 | 1.5% |
| Q2 2025 | 54 | $102.7M | 3,879,322 | 15 | 10 | 18 | 2.7% |
| Q1 2025 | 58 | $116.9M | 4,254,167 | 14 | 14 | 19 | 0.9% |
| Q4 2024 | 73 | $167.8M | 6,055,197 | 28 | 16 | 13 | 0.2% |
| Q3 2024 | 49 | $146.2M | 5,498,197 | 8 | 14 | 18 | 0.2% |
| Q2 2024 | 63 | $173.8M | 6,415,867 | 22 | 17 | 9 | 0.0% |
| Q1 2024 | 50 | $117.9M | 4,499,305 | 8 | 16 | 18 | 0.0% |
| Q4 2023 | 55 | $116.1M | 4,449,498 | 19 | 11 | 16 | 3.8% |
| Q3 2023 | 48 | $140.4M | 5,081,930 | 12 | 15 | 12 | 0.0% |
| Q2 2023 | 45 | $104.4M | 3,935,956 | 9 | 11 | 19 | 0.0% |
| Q1 2023 | 57 | $248.5M | 9,519,846 | 12 | 16 | 26 | 0.2% |
| Q4 2022 | 58 | $267.7M | 10,276,490 | 21 | 19 | 15 | 0.0% |
| Q3 2022 | 61 | $620.5M | 20,719,861 | 22 | 17 | 16 | 0.0% |
| Q2 2022 | 50 | $251.3M | 8,992,569 | 23 | 13 | 12 | 0.0% |
| Q1 2022 | 38 | $397.3M | 14,980,436 | 15 | 11 | 8 | 0.0% |
| Q4 2021 | 29 | $95.2M | 3,651,863 | 4 | 11 | 9 | 0.0% |
| Q3 2021 | 26 | $107.6M | 4,145,166 | 7 | 12 | 5 | 0.0% |
| Q2 2021 | 22 | $70.9M | 2,636,111 | 6 | 6 | 6 | 5.5% |
| Q1 2021 | 20 | $52.0M | 2,021,851 | 3 | 7 | 5 | 0.0% |
| Q4 2020 | 21 | $40.1M | 1,603,205 | 3 | 7 | 5 | 0.0% |
| Q3 2020 | 27 | $62.7M | 2,352,122 | 7 | 7 | 6 | 0.0% |
| Q2 2020 | 26 | $35.7M | 1,295,397 | 11 | 3 | 4 | 0.0% |
| Q1 2020 | 16 | $32.4M | 1,147,882 | 0 | 5 | 2 | 0.0% |
| Q4 2019 | 23 | $14.9M | 559,109 | 2 | 7 | 7 | 0.0% |
| Q3 2019 | 23 | $14.7M | 521,724 | 2 | 3 | 9 | 0.0% |
| Q2 2019 | 23 | $18.3M | 671,505 | 2 | 7 | 5 | 0.0% |
| Q1 2019 | 26 | $15.9M | 582,720 | 2 | 6 | 9 | 0.0% |
| Q4 2018 | 31 | $43.4M | 1,603,356 | 2 | 1 | 1 | 0.0% |