- Type / Class
- Equity / BLMBG US BULL
- Total 13F shares
- 2,636,111
- Share change
- +614,294
- Total reported value
- $67,002,000
- Put/Call ratio
- 220%
- Price per share
- $25.42
- Number of holders
- 21
- Value change
- +$15,611,450
- Number of buys
- 11
- Number of sells
- 11
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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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 Q2 2021
As of 30 Jun 2021,
WISDOMTREE TR - BLMBG US BULL (USDU) was held by
21 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,636,111 shares.
The largest 10 holders included
ASSETMARK, INC, MORGAN STANLEY, HighTower Advisors, LLC, Cetera Advisor Networks LLC, Summit Place Financial Advisors, LLC, Janney Montgomery Scott LLC, V Wealth Advisors LLC, ENVESTNET ASSET MANAGEMENT INC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, and Aveo Capital Partners, LLC.
This page lists
21
institutional shareholders reporting positions in this security
for the Q2 2021 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2021 vs Q1 2021 Across Filers
Q1 2021 holders
20
Q2 2021 holders
21
Holder diff
1
| Investor | Q1 2021 Shares | Q2 2021 Shares | Share Diff | Share Chg % | Q1 2021 Value $ | Q2 2021 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.