Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WISDOMTREE TR (USDU)

47 + Investors. Track Smart Money conviction in USDU. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
64%

Smart Money Signals — USDU

Based on 46 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added USDU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 70% of 3.0Y peak

70% of all-time peak
46 funds currently hold this stock — 70% of the 3.0-year high of 66 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 30% fewer funds vs a year ago

fund count last 6Q
20 fewer hedge funds hold USDU compared to a year ago (-30% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 64% buying

32 buying18 selling
Last quarter: 32 funds were net buyers (11 opened a brand new position + 21 added to an existing one). Only 18 were sellers (10 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 13 → 11 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 37% medium ■ 20% new
20 out of 46 hedge funds have held USDU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

31 → 14 → 13 → 11 → 11 new funds/Q
New funds entering each quarter: 14 → 13 → 11 → 11. USDU is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 60% of holders stayed 2+ years

■ 60% veterans ■ 13% 1-2yr ■ 28% new
Of 47 current holders: 28 (60%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
10 of 46 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.0
out of 10
Low Exit Risk
Exit risk score 2.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: USDU

How many hedge funds hold USDU — quarterly history vs. share price
Quarterly hedge fund ownership of USDU vs. share price

Market Analysis: USDU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: USDU

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 1 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: USDU
2026 Q1 Stats Unlock in 11 days 47 + Investors

Track Smart Money conviction in USDU. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 47 45 4.44%
13F Shares 5M 3M 52.56%
Total Value $131M $88M 48.98%
New Positions 11 11 -
Increased Positions 23 14 +9
Closed Positions 8 18 -10
Reduced Positions 12 19 -7
Total Calls 0 2 -100.0%
Total Puts 1 1 -
PUT/CALL Ratio 0.0 0.5 Bullish

Statistics: USDU

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

47 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in USDU. Verified SEC 13F-HR filings.

Top 25 institutional holders of USDU — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Summit Place Financial Advisors, LLC 2.34% 184,703 $4.9M
2 Encompass More Asset Management 1.94% 438,837 $11.6M
3 OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 0.74% 530,739 $14.0M
4 WAYSTONE ADVISORS LLC 0.68% 28,979 $763K
5 Legacy Wealth Partners, LLC 0.47% 71,083 $1.9M
6 Maridea Wealth Management LLC 0.38% 100,114 $2.6M
7 MOULTON WEALTH MANAGEMENT, INC 0.35% 19,421 $511K
8 Balefire, LLC 0.32% 64,214 $1.7M
9 ASSETMARK, INC 0.17% 3,129,395 $82.4M
10 Sovereign Financial Group, Inc. 0.16% 34,771 $916K
11 Kaizen Financial Strategies 0.09% 8,000 $207K
12 J. Safra Sarasin Holding AG 0.05% 119,357 $3.1M
13 Brookwood Investment Group LLC 0.05% 16,070 $423K
14 Ignite Planners, LLC 0.05% 11,339 $299K
15 Farther Finance Advisors, LLC 0.01% 51,650 $1.4M
16 PFG Investments, LLC 0.01% 8,629 $227K
17 HighTower Advisors, LLC 0.01% 305,315 $8.0M
18 Atria Investments, Inc 0.01% 26,766 $705K
19 THRIVENT FINANCIAL FOR LUTHERANS 0.00% 71,086 $2K
20 Parallel Advisors, LLC 0.00% 4,615 $122K
21 Capital Investment Advisory Services, LLC 0.00% 910 $24K
22 Merit Financial Group, LLC 0.00% 8,005 $211K
23 ENVESTNET ASSET MANAGEMENT INC 0.00% 200,116 $5.3M
24 LPL Financial LLC 0.00% 152,665 $4.0M
25 Johnson Financial Group, Inc. 0.00% 284 $7K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — WISDOMTREE TR (USDU)

What does the Smart Money Trend signal show for USDU?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added USDU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for USDU?

More buyers than sellers — 64% buying: Last quarter: 32 funds were net buyers (11 opened a brand new position + 21 added to an existing one). Only 18 were sellers (10 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for USDU holders?

Smaller funds dominant — 15% AUM from top-100: 10 of 46 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held USDU?

43% of holders stayed for 2+ years: 20 out of 46 hedge funds have held USDU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.