- Type / Class
- Equity / BLMBG US BULL
- Total 13F shares
- 1,589,707
- Share change
- -763,687
- Total reported value
- $39,805,000
- Price per share
- $25.03
- Number of holders
- 20
- Value change
- -$20,771,147
- Number of buys
- 9
- Number of sells
- 15
Quarterly Holders Quick Answers
What is CUSIP 97717W471?
CUSIP 97717W471 identifies USDU - WISDOMTREE TR - BLMBG US BULL in SEC institutional holdings data.
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- Latest 13F filings for newly reported positions across managers.
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Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 97717W471:
Top shareholders of USDU - WISDOMTREE TR - BLMBG US BULL (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of WISDOMTREE TR - BLMBG US BULL (USDU) as of Q4 2020
As of 31 Dec 2020,
WISDOMTREE TR - BLMBG US BULL (USDU) was held by
20 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,589,707 shares.
The largest 10 holders included
MORGAN STANLEY, Cetera Advisor Networks LLC, Summit Place Financial Advisors, LLC, JANE STREET GROUP, LLC, Janney Montgomery Scott LLC, Legacy Bridge, LLC, Kestra Advisory Services, LLC, V Wealth Advisors LLC, Pinnacle Advisory Group, Inc., and WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC.
This page lists
20
institutional shareholders reporting positions in this security
for the Q4 2020 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2020 vs Q3 2020 Across Filers
Q3 2020 holders
25
Q4 2020 holders
20
Holder diff
-5
| Investor | Q3 2020 Shares | Q4 2020 Shares | Share Diff | Share Chg % | Q3 2020 Value $ | Q4 2020 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.