CITADEL ADVISORS LLC USDU — WISDOMTREE TR

Ownership history in CITADEL ADVISORS LLC  ·  27 quarters on record

AI Ownership Summary

CITADEL ADVISORS LLC reported WISDOMTREE TR (USDU) in 27 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows USDU at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this USDU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CITADEL ADVISORS LLC's position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

USDU was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

USDU stock page CITADEL ADVISORS LLC fund profile CITADEL ADVISORS LLC full holdings
How CITADEL ADVISORS LLC held USDU — position size vs. price
% of Fund (quarterly)    USDU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 21 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 74,645 +55,245 +284.8% 0.00% $2.0M 2026-05-15 $26.15
2026 Q1 REDUCED — — — 19,400 -16,200 -45.5% 0.00% $511K 2026-05-15 $26.15
2026 Q1 REDUCED — — — 35,600 -74,561 -67.7% 0.00% $937K 2026-05-15 $26.15
2025 Q4 ADDED — — — 110,161 +102,261 +1294.4% 0.00% $2.8M 2026-02-17 $25.49
2025 Q4 REDUCED 77.7% +2.0% ❌ 7,900 -27,534 -77.7% 0.00% $204K 2026-02-17 $25.49
2025 Q3 ADDED — — — 35,434 +3,434 +10.7% 0.00% $935K 2025-11-14 $25.86
2025 Q3 ADDED — — — 32,000 +22,200 +226.5% 0.00% $844K 2025-11-14 $25.86
2025 Q3 REDUCED 59.8% +1.1% ❌ 9,800 -14,569 -59.8% 0.00% $259K 2025-11-14 $25.86
2025 Q2 REDUCED 57.7% +2.3% ❌ 24,369 -33,231 -57.7% 0.00% $628K 2025-08-14 $25.33
2025 Q2 ADDED — — — 57,600 +21,700 +60.4% 0.00% $1.5M 2025-08-14 $25.33
2025 Q2 REDUCED 15.4% +2.3% ❌ 35,900 -6,526 -15.4% 0.00% $925K 2025-08-14 $25.33
2025 Q1 ADDED — — — 42,426 +32,626 +332.9% 0.00% $1.2M 2025-05-15 $25.48
2025 Q1 REDUCED 66.3% -5.5% ✅ 9,800 -19,300 -66.3% 0.00% $267K 2025-05-15 $25.48
2025 Q1 ADDED — — — 29,100 +19,162 +192.8% 0.00% $793K 2025-05-15 $25.48
2024 Q4 REDUCED 8.0% -1.5% ✅ 9,938 -862 -8.0% 0.00% $275K 2025-02-14 $26.32
2024 Q4 ADDED — — — 10,800 +8,479 +365.3% 0.00% $299K 2025-02-14 $26.32
2024 Q3 REDUCED 82.8% +8.0% ❌ 2,321 -11,179 -82.8% 0.00% $62K 2024-11-14 $26.02
2024 Q3 ADDED — — — 13,500 +3,837 +39.7% 0.00% $358K 2024-11-14 $26.02
2023 Q4 ADDED — — — 9,663 +7,163 +286.5% 0.00% $243K 2024-02-14 $24.13
2023 Q4 REDUCED 98.4% +4.7% ❌ 2,500 -151,300 -98.4% 0.00% $63K 2024-02-14 $24.13
2023 Q4 ADDED — — — 153,800 +138,113 +880.4% 0.00% $3.9M 2024-02-14 $24.13
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding USDU

As of 2026 Q1 — sorted by position size

Reyes Financial Architecture, Inc. 6.56% GenWealth Group, Inc. 3Y 7Y 3.42% Summit Place Financial Advisors, LLC 3Y 2.34% Encompass More Asset Management 1.94% Algorithmic Investment Models, LLC 3Y 1.47% OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 3Y 7Y 0.74% WAYSTONE ADVISORS LLC 0.68% Advyzon Investment Management, LLC 0.52% VestGen Investment Management 3Y 7Y 0.51% Legacy Wealth Partners, LLC 0.47%

FAQ About CITADEL ADVISORS LLC and USDU

These are the practical questions this page is built to answer before you even open the full history table.

How long has CITADEL ADVISORS LLC reported owning USDU?

CITADEL ADVISORS LLC reported USDU across 21 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported USDU position in CITADEL ADVISORS LLC's portfolio?

The largest reported portfolio weight for USDU was 0.00% in 2023 Q4.

What is the latest reported USDU position on this page?

The most recent filing on this page is 2026 Q1, when CITADEL ADVISORS LLC reported 74,645 shares, equal to 0.00% of portfolio, with an estimated market value of $2.0M.

What does the chart on this USDU ownership page compare?

The chart compares CITADEL ADVISORS LLC's quarterly USDU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CITADEL ADVISORS LLC time their USDU position?

Based on 13F filing dates vs. subsequent USDU price moves, CITADEL ADVISORS LLC correctly timed 13 out of 26 reported position changes (50%). The annualised alpha on USDU relative to SPY over the holding period was -14.9%.

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