Funds holding WisdomTree Bloomberg US Dollar Bullish Fund
ISIN US97717W4713 · United States
- Fund holders
- 1
- Of which ETFs
- 1 0 other funds
- Value held
- 12.3M $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| PMV Adaptive Risk Parity ETF ADVISORS' INNER CIRCLE FUND II | 474,961 | 12.3M $ | 17.12 % | as of Apr 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| PMV Adaptive Risk Parity ETF ADVISORS' INNER CIRCLE FUND II | 17.12 % | as of Apr 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | -2 | 474,961 | -48.1 % |
| 2025Q2 | 3 | 0 | 915,337 | +10.8 % |
| 2025Q1 | 3 | +1 | 826,161 | +3,722.5 % |
| 2024Q4 | 2 | -2 | 21,613 | -85.3 % |
| 2024Q3 | 4 | +3 | 146,567 | +456.9 % |
| 2024Q2 | 1 | 0 | 26,317 | +32.1 % |
| 2024Q1 | 1 | 0 | 19,926 | -91.2 % |
| 2023Q4 | 1 | 226,565 |
Institutional managers
68 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| ASSETMARK, INC | 3,129,395 | 82.4M $ | as of Mar 31, 2026 |
| GenWealth Group, Inc. | 759,232 | 20M $ | as of Mar 31, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 530,739 | 14M $ | as of Mar 31, 2026 |
| Empowered Funds, LLC | 512,482 | 13.5M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 495,397 | 13M $ | as of Mar 31, 2026 |
| Encompass More Asset Management | 438,837 | 11.6M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 305,315 | 8M $ | as of Mar 31, 2026 |
| Reyes Financial Architecture, Inc. | 304,722 | 8M $ | as of Mar 31, 2026 |
| Advyzon Investment Management, LLC | 220,111 | 5.8M $ | as of Mar 31, 2026 |
| Ausdal Financial Partners, Inc. | 219,312 | 5.8M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 200,116 | 5.3M $ | as of Mar 31, 2026 |
| Summit Place Financial Advisors, LLC | 184,703 | 4.9M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 152,665 | 4M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 125,855 | 3.3M $ | as of Mar 31, 2026 |
| J. Safra Sarasin Holding AG | 119,357 | 3.1M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 114,123 | 3M $ | as of Mar 31, 2026 |
| Maridea Wealth Management LLC | 100,114 | 2.6M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 99,639 | 2.6M $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 92,765 | 2.4M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 74,645 | 2M $ | as of Mar 31, 2026 |
| Thrivent Financial for Lutherans | 71,086 | 1.9K $ | as of Mar 31, 2026 |
| Legacy Wealth Partners, LLC | 71,083 | 1.9M $ | as of Mar 31, 2026 |
| Balefire, LLC | 64,214 | 1.7M $ | as of Mar 31, 2026 |
| COWA, LLC | 54,578 | 1.4M $ | as of Mar 31, 2026 |
| Farther Finance Advisors, LLC | 51,650 | 1.4M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding WisdomTree Bloomberg US Dollar Bullish Fund". https://titelia.com/en/stocks/wisdomtree-bloomberg-us-dollar-bullish-fund-US97717W4713