13F Insight
DOSSIER · 13F Holders · Q2 2026
USDU

WISDOMTREE TR

80 institutions still hold WISDOMTREE TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717W471·80 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$252M
visible holders
Holders
80
filers reporting
Concentration
32.93%
ASSETMARK, INC #1
top holder share
AI Holders Summary · Q2 2026

80 institutions reported USDU in Q2 2026. ASSETMARK, INC leads at 32.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ASSETMARK, INC
CIK 0001344551
$83M3.1M0.14%Q2 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$22M827K0.01%Q2 202603
GenWealth Group, Inc.
CIK 0001713678
$21M782K3.26%Q2 202604
MORGAN STANLEY
CIK 0000895421
$20M751K0.00%Q2 202605
Ausdal Financial Partners, Inc.
CIK 0001667146
$15M566K0.59%Q2 202606
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
CIK 0001005607
$15M557K0.83%Q2 202607
LPL Financial LLC
CIK 0001403438
$9M354K0.00%Q2 202608
Ameritas Advisory Services, LLC
CIK 0001901275
$9M326K0.18%Q2 202609
Beacon Capital Management, Inc.
CIK 0001575301
$8M303K0.49%Q2 202610
Fortis Group Advisors, LLC
CIK 0001815183
$8M297K1.27%Q2 202611
Advyzon Investment Management, LLC
CIK 0002011872
$6M220K0.52%Q1 202612
Summit Place Financial Advisors, LLC
CIK 0001801413
$5M191K2.24%Q2 202613
Wealth High Governance Asset Management Ltda.
CIK 0002111728
$5M187K0.53%Q2 202614
Maridea Wealth Management LLC
CIK 0002056245
$5M170K0.49%Q2 202615
HighTower Advisors, LLC
CIK 0001462245
$5M169K0.00%Q2 202616
Cetera Investment Advisers
CIK 0001666741
$4M153K0.00%Q2 202617
Encompass More Asset Management
CIK 0002011218
$3M129K0.50%Q2 202618
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M126K0.00%Q1 202619
J. Safra Sarasin Holding AG
CIK 0001890222
$3M119K0.05%Q2 202620
Capital Advisor Network LLC
CIK 0002131047
$3M96K3.20%Q2 2026
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