WISDOMTREE BLOOMBERG US DOLLAR BULLISH FUND · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| ASSETMARK, INC | 0.14% | 0.17% | #24 | $83.0M | 3.1M | $82.4M | 3.1M | -27,805-0.89% | Reduce | |
| ENVESTNET ASSET MANAGEMENT INC | 0.01% | <0.01% | #43 | $22.1M | 827,284 | $5.3M | 200,116 | +627,168+313.40% | Add | |
| GenWealth Group, Inc. | 3.26% | 3.42% | #1 | $20.9M | 781,534 | $20.0M | 759,232 | +22,302+2.94% | Add | |
| MORGAN STANLEY | <0.01% | <0.01% | #55 | $20.1M | 750,805 | $4.3M | 161,872 | +588,933+363.83% | Add | |
| Ausdal Financial Partners, Inc. | 0.59% | 0.26% | #11 | $15.1M | 565,839 | $5.8M | 219,312 | +346,527+158.01% | Add | |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 0.83% | 0.74% | #7 | $14.9M | 556,910 | $14.0M | 530,739 | +26,171+4.93% | Add | |
| Advyzon Investment Management, LLC | 1.07% | 0.52% | #6 | $14.8M | 553,489 | $5.8M | 220,111 | +333,378+151.46% | Add | |
| LPL Financial LLC | <0.01% | <0.01% | #51 | $9.5M | 353,695 | $4.0M | 152,665 | +201,030+131.68% | Add | |
| Ameritas Advisory Services, LLC | 0.18% | 0.04% | #23 | $8.7M | 326,163 | $1.1M | 40,205 | +285,958+711.25% | Add | |
| Beacon Capital Management, Inc. | 0.49% | — | #19 | $8.1M | 302,785 | $0 | 0 | +302,785 | New Buy | |
| Fortis Group Advisors, LLC | 1.27% | — | #5 | $8.0M | 297,428 | $0 | 0 | +297,428 | New Buy | |
| Summit Place Financial Advisors, LLC | 2.24% | 2.34% | #3 | $5.1M | 191,313 | $4.9M | 184,703 | +6,610+3.58% | Add | |
| Wealth High Governance Asset Management Ltda. | 0.53% | — | #14 | $5.0M | 186,800 | $0 | 0 | +186,800 | New Buy | |
| Maridea Wealth Management LLC | 0.49% | 0.38% | #18 | $4.6M | 170,411 | $2.6M | 100,114 | +70,297+70.22% | Add | |
| HighTower Advisors, LLC | <0.01% | 0.01% | #45 | $4.5M | 169,260 | $8.0M | 305,315 | -136,055-44.56% | Reduce | |
| Cetera Investment Advisers | <0.01% | <0.01% | #47 | $4.1M | 153,319 | $3.0M | 114,123 | +39,196+34.35% | Add | |
| Encompass More Asset Management | 0.5% | 1.94% | #17 | $3.5M | 129,226 | $11.6M | 438,837 | -309,611-70.55% | Reduce | |
| J. Safra Sarasin Holding AG | 0.05% | 0.05% | #31 | $3.1M | 119,357 | $3.1M | 119,357 | 00.00% | Unchanged | |
| Capital Advisor Network LLC | 3.2% | <0.01% | #2 | $2.6M | 95,721 | $7,083 | 269 | +95,452+35,484.01% | Add | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #49 | $2.5M | 94,812 | $2.6M | 99,639 | -4,827-4.84% | Reduce | |
| Legacy Wealth Partners, LLC | 0.52% | 0.47% | #16 | $2.3M | 85,677 | $1.9M | 71,083 | +14,594+20.53% | Add | |
| CITADEL ADVISORS LLC | <0.01% | <0.01% | #58 | $2.3M | 84,857 | $3.4M | 129,645 | -44,788-34.55% | Reduce | |
| Atria Investments, Inc | 0.02% | 0.01% | #37 | $2.2M | 81,535 | $704,749 | 26,766 | +54,769+204.62% | Add | |
| COWA, LLC | 0.52% | 0.39% | #15 | $2.1M | 77,741 | $1.4M | 54,578 | +23,163+42.44% | Add | |
| Camarda Financial Advisors, LLC | 0.62% | — | #10 | $2.1M | 76,782 | $0 | 0 | +76,782 | New Buy | |
| Vident Advisory, LLC | 0.01% | — | #38 | $2.0M | 73,248 | $0 | 0 | +73,248 | New Buy | |
| Balefire, LLC | 0.27% | 0.32% | #21 | $1.7M | 63,220 | $1.7M | 64,214 | -994-1.55% | Reduce | |
| FSA Investment Group, LLC | 0.54% | — | #13 | $1.7M | 62,589 | $0 | 0 | +62,589 | New Buy | |
| THOR TRADING ADVISORS, LLC | 0.42% | — | #20 | $1.3M | 50,028 | $0 | 0 | +50,028 | New Buy | |
| Equitable Holdings, Inc. | 0.01% | — | #42 | $1.2M | 46,445 | $0 | 0 | +46,445 | New Buy | |
| Gateway Wealth Partners, LLC | 0.07% | 0.05% | #28 | $1.2M | 45,816 | $1.2M | 44,110 | +1,706+3.87% | Add | |
| Algorithmic Investment Models, LLC | 1.41% | 1.47% | #4 | $1.2M | 45,378 | $1.2M | 45,369 | +9+0.02% | Add | |
| Avestar Capital, LLC | 0.06% | 0.07% | #30 | $1.1M | 41,706 | $1.0M | 38,653 | +3,053+7.90% | Add | |
| VestGen Advisors, LLC | 0.03% | 0.03% | #33 | $1.1M | 40,985 | $1.0M | 40,040 | +945+2.36% | Add | |
| VestGen Investment Management | 0.57% | 0.51% | #12 | $1.1M | 40,138 | $928,422 | 35,261 | +4,877+13.83% | Add | |
| BANK OF AMERICA CORP /DE/ | <0.01% | <0.01% | #67 | $988,199 | 36,942 | $1.1M | 42,045 | -5,103-12.14% | Reduce | |
| Sovereign Financial Group, Inc. | 0.14% | 0.08% | #25 | $975,278 | 36,459 | $915,520 | 34,771 | +1,688+4.85% | Add | |
| MOULTON WEALTH MANAGEMENT, INC | 0.65% | 0.35% | #9 | $971,583 | 36,273 | $510,977 | 19,421 | +16,852+86.77% | Add | |
| WAYSTONE ADVISORS LLC | 0.65% | 0.68% | #8 | $873,890 | 32,668 | $763,020 | 28,979 | +3,689+12.73% | Add | |
| Ascent Group, LLC | 0.01% | 0.01% | #40 | $436,533 | 16,319 | $420,622 | 15,975 | +344+2.15% | Add | |
| MILLINGTON SECURITIES, LLC | 0.14% | — | #26 | $361,761 | 13,740 | $0 | 0 | +13,740 | New Buy | |
| Cambridge Investment Research Advisors, Inc. | <0.01% | — | #56 | $349,756 | 13,075 | $0 | 0 | +13,075 | New Buy | |
| Reyes Financial Architecture, Inc. | 0.19% | 6.56% | #22 | $344,513 | 12,879 | $8.0M | 304,722 | -291,843-95.77% | Reduce | |
| BANK OF MONTREAL /CAN/ | <0.01% | <0.01% | #65 | $333,658 | 12,833 | $392,870 | 14,921 | -2,088-13.99% | Reduce | |
| Synergy Asset Management, LLC | 0.03% | — | #35 | $306,609 | 11,462 | $0 | 0 | +11,462 | New Buy | |
| Ignite Planners, LLC | 0.04% | 0.05% | #32 | $305,967 | 11,438 | $298,555 | 11,339 | +99+0.87% | Add | |
| Brookwood Investment Group LLC | 0.03% | 0.05% | #34 | $263,835 | 9,863 | $423,123 | 16,070 | -6,207-38.62% | Reduce | |
| WBI INVESTMENTS, LLC | 0.06% | 0.11% | #29 | $257,790 | 9,637 | $361,761 | 13,740 | -4,103-29.86% | Reduce | |
| Worth Asset Management, LLC | 0.07% | — | #27 | $233,688 | 8,736 | $0 | 0 | +8,736 | New Buy | |
| Qube Research & Technologies Ltd | <0.01% | <0.01% | #63 | $206,885 | 7,734 | $5,450 | 207 | +7,527+3,636.23% | Add |