13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
USDU

WISDOMTREE TR

75 institutions still hold WISDOMTREE TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717W471·75 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.7%
vs prior quarter
13F value held
$136M
47.0% inst. owned
of float
Holders
75
+54 QoQ
filers reporting
Activity
+101 / −106
+882 added · −737 reduced
this quarter
Concentration
14.71%
GenWealth Group, Inc. #1
top holder share
AI Holders Summary · Q1 2026

75 institutions reported USDU in Q1 2026. GenWealth Group, Inc. leads at 14.7% of the visible book. +54 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
GenWealth Group, Inc.
CIK 0001713678
$20M759K3.42%Q1 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
Encompass More Asset Management
CIK 0002011218
$12M439K1.94%Q1 202606
HighTower Advisors, LLC
CIK 0001462245
$8M305K0.01%Q1 202607
Reyes Financial Architecture, Inc.
CIK 0002047201
$8M305K6.56%Q1 202608
Advyzon Investment Management, LLC
CIK 0002011872
$6M220K0.52%Q1 202609
Ausdal Financial Partners, Inc.
CIK 0001667146
$6M219K0.26%Q1 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M200K0.00%Q1 202611
Summit Place Financial Advisors, LLC
CIK 0001801413
$5M185K2.34%Q1 202612
LPL Financial LLC
CIK 0001403438
$4M153K0.00%Q1 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
$2M71K0.47%Q1 2026
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