WisdomTree Bloomberg U.S. Dollar Bullish Fund

USDU • ARCA

WisdomTree Bloomberg U.S. Dollar Bullish Fund is an exchange-traded fund on ARCA. As of Q3 2025, 42 institutional investors hold shares in this ETF, with total holdings valued at $86.4M. GenWealth Group, Inc. is the largest holder with a position valued at $16.8M.

Overview

Overview of institutional ownership in USDU as of Q3 2025

All Institutions

Institutions: 42
Value Held: $86.4M
Shares Held: 3.3M
Avg Position: $2.1M
Median Position: $450.3K

Hedge Funds

Hedge Funds: 1
Value Held: $935.1K
Shares Held: 35.4K
Avg Position: $935.1K
Median Position: $935.1K

Biggest Investors

Institutions with the largest positions in USDU as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
GenWealth Group, Inc. RIA/Wealth	Michael Peter Leanza CEO	$16.8M 3.14% of portfolio	638.3K shares	Q3 2022 Held for 3y 2m	$537.1M
OSBORNE PARTNERS CAPITAL MANAGEMENT RIA/Wealth	Justin Wellington Mcnichols CIO	$13.5M 0.69% of portfolio	512.3K shares	Q4 2022 Held for 2y 11m	$2.0B
BCJ Capital Management, LLC RIA/Wealth	Justin Michael Young CEO	$8.5M 0.51% of portfolio	323.7K shares	Q1 2025 Held for 8 months	$1.7B
Summit Place Financial Advisors, LLC RIA/Wealth	Elizabeth Katz Miller Managing Partner	$5.4M 2.56% of portfolio	205.6K shares	Q4 2019 Held for 5y 11m	$212.0M
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC RIA/Wealth	Kerry Lee Lawing CEO	$4.4M 0.85% of portfolio	165.7K shares	Q3 2025 Held for 2 months	$515.1M
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$4.3M 0.00% of portfolio	161.9K shares	Q2 2014 Held for 11y 5m	$1.65T
Fortis Group Advisors, LLC RIA/Wealth	Yves M Balcer Founder	$3.7M 0.63% of portfolio	136.3K shares	Q3 2025 Held for 2 months	$578.9M
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$3.5M 0.00% of portfolio	133.1K shares	Q1 2014 Held for 11y 8m	$1.33T
Ausdal Financial Partners, Inc. RIA/Wealth	John Bryan Hicks President	$3.4M 0.17% of portfolio	129.7K shares	Q1 2025 Held for 8 months	$2.0B
Maridea Wealth Management LLC RIA/Wealth	Sean Yuxiang Sun President	$3.4M 0.52% of portfolio	125.9K shares	Q4 2024 Held for 11 months	$640.8M

Net Capital Flow

Institutional buying and selling activity for USDU in Q3 2025

Net Flow: −$27.6M
Buyers: 14
Sellers: 33
Total Bought: +$18.5M
Total Sold: −$46.0M
Avg Position: $1.3M

Biggest Buyers

Institution	Net Bought	Current Position
BCJ Capital Management, LLC RIA/Wealth	+$8.5M +323.7K shares	$8.5M 323.7K shares
MORGAN STANLEY RIA/Wealth	+$3.8M +144.1K shares	$4.3M 161.9K shares
Maridea Wealth Management LLC RIA/Wealth	+$1.7M +64.2K shares	$3.4M 125.9K shares
Ausdal Financial Partners, Inc. RIA/Wealth	+$1.4M +52.0K shares	$3.4M 129.7K shares
GenWealth Group, Inc. RIA/Wealth	+$1.3M +48.4K shares	$16.8M 638.3K shares
OSBORNE PARTNERS CAPITAL MANAGEMENT RIA/Wealth	+$859.0K +32.6K shares	$13.5M 512.3K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$292.0K +11.1K shares	$935.1K 35.4K shares
WBI INVESTMENTS ETF Provider	+$281.5K +10.7K shares	$603.1K 22.9K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$249.2K +9.4K shares	$955.6K 36.2K shares
L LPL Financial LLC Institution	+$38.2K +1.4K shares	$345.3K 13.1K shares

Biggest Sellers

Institution	Net Sold	Current Position
Aptus Capital Advisors, LLC ETF Provider	−$14.2M −549.6K shares	Sold Off 0 shares
McElhenny Sheffield Capital Management, LLC Long Only Manager	−$13.4M −519.2K shares	Sold Off 0 shares
V Virtue Capital Management, LLC RIA/Wealth	−$4.9M −189.4K shares	Sold Off 0 shares
BANK OF AMERICA CORP /DE/ Institution	−$2.5M −93.2K shares	$3.5M 133.1K shares
F FLOW TRADERS U.S. LLC Institution	−$2.1M −80.8K shares	Sold Off 0 shares
CFG Asset Management LLC RIA/Wealth	−$1.9M −73.6K shares	Sold Off 0 shares
HighTower Advisors, LLC RIA/Wealth	−$1.6M −59.8K shares	$2.9M 110.7K shares
W WorthPointe, LLC RIA/Wealth	−$846.6K −32.9K shares	Sold Off 0 shares
R Raleigh Capital Management Inc. RIA/Wealth	−$649.0K −25.2K shares	Sold Off 0 shares
HERITAGE OAK WEALTH ADVISORS LLC RIA/Wealth	−$457.3K −17.7K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited USDU in Q3 2025

New Positions: 6
New Value: $9.2M
Exited Positions: 21
Exited Value: $40.3M

New Positions

Institution	Position Value
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC RIA/Wealth	$4.4M 165.7K shares
Fortis Group Advisors, LLC RIA/Wealth	$3.7M 136.3K shares
Sovereign Financial Group, Inc. RIA/Wealth	$829.4K 31.4K shares
COWA, LLC RIA/Wealth	$298.8K 11.3K shares
Horizon Investments, LLC/SC Long Only Manager	$7.3K 275.0 shares
J JONES FINANCIAL COMPANIES LLLP Institution	$3.0K 113.0 shares

Exited Positions

Institution	Previous Position
Aptus Capital Advisors, LLC ETF Provider	$14.2M 549.6K shares
McElhenny Sheffield Capital Management, LLC Long Only Manager	$13.4M 519.2K shares
V Virtue Capital Management, LLC RIA/Wealth	$4.9M 189.4K shares
F FLOW TRADERS U.S. LLC Institution	$2.1M 80.8K shares
CFG Asset Management LLC RIA/Wealth	$1.9M 73.6K shares
W WorthPointe, LLC RIA/Wealth	$846.6K 32.9K shares
R Raleigh Capital Management Inc. RIA/Wealth	$649.0K 25.2K shares
HERITAGE OAK WEALTH ADVISORS LLC RIA/Wealth	$457.3K 17.7K shares
Belpointe Asset Management LLC RIA/Wealth	$444.8K 17.3K shares
Worth Asset Management, LLC RIA/Wealth	$419.5K 16.3K shares

Options Activity

Institutions with the largest Call and Put options positions in USDU as of Q3 2025

Call Positions: 3
Call Value: $501.3K
Put Positions: 1
Put Value: $844.5K

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$258.6K 98.0 contracts
W WOLVERINE TRADING, LLC Institution	$242.7K 92.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	- - contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$844.5K 320.0 contracts

Most Committed Institutions

Institutions with USDU as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
GenWealth Group, Inc. RIA/Wealth	Michael Peter Leanza CEO	3.14% $16.8M	638.3K shares	Q3 2022 Held for 3y 2m	$537.1M
Summit Place Financial Advisors, LLC RIA/Wealth	Elizabeth Katz Miller Managing Partner	2.56% $5.4M	205.6K shares	Q4 2019 Held for 5y 11m	$212.0M
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC RIA/Wealth	Kerry Lee Lawing CEO	0.85% $4.4M	165.7K shares	Q3 2025 Held for 2 months	$515.1M
OSBORNE PARTNERS CAPITAL MANAGEMENT RIA/Wealth	Justin Wellington Mcnichols CIO	0.69% $13.5M	512.3K shares	Q4 2022 Held for 2y 11m	$2.0B
Fortis Group Advisors, LLC RIA/Wealth	Yves M Balcer Founder	0.63% $3.7M	136.3K shares	Q3 2025 Held for 2 months	$578.9M
Maridea Wealth Management LLC RIA/Wealth	Sean Yuxiang Sun President	0.52% $3.4M	125.9K shares	Q4 2024 Held for 11 months	$640.8M
BCJ Capital Management, LLC RIA/Wealth	Justin Michael Young CEO	0.51% $8.5M	323.7K shares	Q1 2025 Held for 8 months	$1.7B
Advyzon Investment Management, LLC RIA/Wealth	Lee C Andreatta CEO	0.45% $2.6M	99.1K shares	Q2 2025 Held for 5 months	$577.7M
Ausdal Financial Partners, Inc. RIA/Wealth	John Bryan Hicks President	0.17% $3.4M	129.7K shares	Q1 2025 Held for 8 months	$2.0B
Sovereign Financial Group, Inc. RIA/Wealth	Charles Failla Managing Partner	0.16% $829.4K	31.4K shares	Q3 2025 Held for 2 months	$533.1M

Hedge Fund Spotlight

Discover hedge funds investing in USDU

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in WisdomTree Bloomberg U.S. Dollar Bullish Fund

Market Value: $935.1K
Shares Held: 35.4K
Portfolio Weight: 0.00%
Owned Since: 2024-Q3

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%