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

WISDOMTREE TR

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

CUSIP 97717W471·78 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$189M
visible holders
Holders
78
filers reporting
Concentration
11.69%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

78 institutions reported USDU in Q2 2026. ENVESTNET ASSET MANAGEMENT INC leads at 11.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$22M827K0.01%Q2 202602
GenWealth Group, Inc.
CIK 0001713678
$21M781K3.28%Q3 202603
MORGAN STANLEY
CIK 0000895421
$20M751K0.00%Q2 202604
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
CIK 0001005607
$15M571K0.86%Q3 202605
Ausdal Financial Partners, Inc.
CIK 0001667146
$15M566K0.59%Q2 202606
Encompass More Asset Management
CIK 0002011218
$10M386K1.46%Q3 202607
EXCHANGE TRADED CONCEPTS, LLC
CIK 0001457320
$9M344K0.04%Q3 202608
LPL Financial LLC
CIK 0001403438
$9M336K0.00%Q3 202609
Ameritas Advisory Services, LLC
CIK 0001901275
$9M327K0.17%Q3 202610
Beacon Capital Management, Inc.
CIK 0001575301
$8M295K0.50%Q3 202611
THOR TRADING ADVISORS, LLC
CIK 0002057073
$6M239K2.19%Q3 202612
FSA Investment Group, LLC
CIK 0002051584
$6M238K2.05%Q3 202613
ASSETMARK, INC
CIK 0001344551
$6M216K0.01%Q3 202614
Advyzon Investment Management, LLC
CIK 0002011872
$6M220K0.52%Q1 202615
Wealth High Governance Asset Management Ltda.
CIK 0002111728
$5M187K0.53%Q2 202616
Summit Place Financial Advisors, LLC
CIK 0001801413
$5M181K2.21%Q3 202617
HighTower Advisors, LLC
CIK 0001462245
$4M159K0.00%Q3 202618
Cetera Investment Advisers
CIK 0001666741
$4M153K0.00%Q2 202619
Fortis Group Advisors, LLC
CIK 0001815183
$4M149K0.65%Q3 202620
J. Safra Sarasin Holding AG
CIK 0001890222
$3M119K0.04%Q3 2026
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