Who Owns WISDOMTREE (USDU)? -- Institutional Holders (2026-06-30)

90 institutions reported holding $292.8M of WISDOMTREE (USDU) in SEC 13F filings for 2026-06-30. Largest institutional holders: ASSETMARK, INC ($83.0M), ENVESTNET ASSET MANAGEMENT INC ($22.1M), GenWealth Group, Inc. ($20.9M), MORGAN STANLEY ($20.1M), Ausdal Financial Partners, Inc. ($15.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ASSETMARK, INC$83.0M3.1MTrimmed
2ENVESTNET ASSET MANAGEMENT INC$22.1M827,284Added
3GenWealth Group, Inc.$20.9M781,534Added
4MORGAN STANLEY$20.1M750,805Added
5Ausdal Financial Partners, Inc.$15.1M565,839Added
6OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$14.9M556,910Added
7Advyzon Investment Management, LLC$14.8M553,489Added
8LPL Financial LLC$9.5M353,695Added
9Ameritas Advisory Services, LLC$8.7M326,163Added
10Beacon Capital Management, Inc.$8.1M302,785New
11Fortis Group Advisors, LLC$8.0M297,428New
12Summit Place Financial Advisors, LLC$5.1M191,313Added
13Wealth High Governance Asset Management Ltda.$5.0M186,800New
14Maridea Wealth Management LLC$4.6M170,411Added
15HighTower Advisors, LLC$4.5M169,260Trimmed
16Cetera Investment Advisers$4.1M153,319Added
17Encompass More Asset Management$3.5M129,226Trimmed
18J. Safra Sarasin Holding AG$3.1M119,357Hold
19Capital Advisor Network LLC$2.6M95,721Added
20OSAIC HOLDINGS, INC.$2.5M94,812Trimmed
21Legacy Wealth Partners, LLC$2.3M85,677Added
22CITADEL ADVISORS LLC$2.3M84,857Trimmed
23Atria Investments, Inc$2.2M81,535Added
24COWA, LLC$2.1M77,741Added
25Camarda Financial Advisors, LLC$2.1M76,782New

Source: SEC Form 13F filings · as of 2026-06-30