Who Owns WISDOMTREE TR (USDU)? -- Institutional Holders (2026-03-31)
77 institutions reported holding $242.0M of WISDOMTREE TR (USDU) in SEC 13F filings for 2026-03-31. Largest institutional holders: ASSETMARK, INC ($82.4M), GenWealth Group, Inc. ($20.0M), OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC ($14.0M), Empowered Funds, LLC ($13.5M), MORGAN STANLEY ($13.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | ASSETMARK, INC | $82.4M | 3.1M | Added |
| 2 | GenWealth Group, Inc. | $20.0M | 759,232 | Added |
| 3 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $14.0M | 530,739 | Added |
| 4 | Empowered Funds, LLC | $13.5M | 512,482 | New |
| 5 | MORGAN STANLEY | $13.0M | 495,397 | Added |
| 6 | Encompass More Asset Management | $11.6M | 438,837 | New |
| 7 | HighTower Advisors, LLC | $8.0M | 305,315 | Added |
| 8 | Reyes Financial Architecture, Inc. | $8.0M | 304,722 | Added |
| 9 | Advyzon Investment Management, LLC | $5.8M | 220,111 | Trimmed |
| 10 | Ausdal Financial Partners, Inc. | $5.8M | 219,312 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $5.3M | 200,116 | Added |
| 12 | Summit Place Financial Advisors, LLC | $4.9M | 184,703 | Trimmed |
| 13 | LPL Financial LLC | $4.0M | 152,665 | Added |
| 14 | CITADEL ADVISORS LLC | $3.4M | 129,645 | Added |
| 15 | JANE STREET GROUP, LLC | $3.3M | 125,855 | Added |
| 16 | J. Safra Sarasin Holding AG | $3.1M | 119,357 | Trimmed |
| 17 | Cetera Investment Advisers | $3.0M | 114,123 | New |
| 18 | Maridea Wealth Management LLC | $2.6M | 100,114 | Trimmed |
| 19 | OSAIC HOLDINGS, INC. | $2.6M | 99,639 | Added |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.4M | 92,765 | Trimmed |
| 21 | Thrivent Financial for Lutherans | $1.9M | 71,086 | New |
| 22 | Legacy Wealth Partners, LLC | $1.9M | 71,083 | New |
| 23 | Balefire, LLC | $1.7M | 64,214 | New |
| 24 | COWA, LLC | $1.4M | 54,578 | Added |
| 25 | Farther Finance Advisors, LLC | $1.4M | 51,650 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31