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

WISDOMTREE TR

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

CUSIP 97717W471·76 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$129M
visible holders
Holders
76
filers reporting
Concentration
16.19%
GenWealth Group, Inc. #1
top holder share
AI Holders Summary · Q2 2026

76 institutions reported USDU in Q2 2026. GenWealth Group, Inc. leads at 16.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
GenWealth Group, Inc.
CIK 0001713678
$21M782K3.26%Q2 202602
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
CIK 0001005607
$14M531K0.74%Q1 202603
Empowered Funds, LLC
CIK 0001592828
$13M512K0.09%Q1 202604
MORGAN STANLEY
CIK 0000895421
$13M495K0.00%Q1 202605
HighTower Advisors, LLC
CIK 0001462245
$8M305K0.01%Q1 202606
Fortis Group Advisors, LLC
CIK 0001815183
$8M297K1.27%Q2 202607
Advyzon Investment Management, LLC
CIK 0002011872
$6M220K0.52%Q1 202608
Ausdal Financial Partners, Inc.
CIK 0001667146
$6M219K0.26%Q1 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M200K0.00%Q1 202610
Summit Place Financial Advisors, LLC
CIK 0001801413
$5M185K2.34%Q1 202611
LPL Financial LLC
CIK 0001403438
$4M153K0.00%Q1 202612
Encompass More Asset Management
CIK 0002011218
$3M129K0.50%Q2 202613
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M126K0.00%Q1 202614
J. Safra Sarasin Holding AG
CIK 0001890222
$3M119K0.05%Q1 202615
CITADEL ADVISORS LLC
CIK 0001423053
$3M118K0.00%Q4 202516
Cetera Investment Advisers
CIK 0001666741
$3M114K0.00%Q1 202617
Maridea Wealth Management LLC
CIK 0002056245
$3M100K0.38%Q1 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M100K0.00%Q1 202619
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M93K0.00%Q1 202620
Legacy Wealth Partners, LLC
CIK 0002066638
$2M86K0.51%Q2 2026
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