Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (USDU)

67 + 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
↑ +20
Streak
2Q ▲
Buyers last Q
64%

Smart Money Signals — USDU

Based on 67 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
67 hedge funds hold USDU right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 64% buying

49 buying28 selling
Last quarter: 49 funds were net buyers (32 opened a brand new position + 17 added to an existing one). Only 28 were sellers (16 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+20 vs last Q)

new funds entering per quarter
Funds opening a new USDU position: 13 → 11 → 12 → 32. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 34% long-term, 40% new

■ 34% conviction (2yr+) ■ 25% medium ■ 40% new
Of the 67 current holders: 23 (34%) held >2 years, 17 held 1–2 years, and 27 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
🚀

Acceleration phase — new buyers rushing in

15 → 13 → 11 → 12 → 32 new funds/Q
New funds entering each quarter: 13 → 11 → 12 → 32. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 54% veterans vs 33% newcomers

■ 54% veterans ■ 13% 1-2yr ■ 33% new
Entry-cohort mix of 69 holders: 37 (54%) are 2+ year veterans, 9 entered 1–2 years ago, and 23 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds
12 of 66 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Institutional Sentiment Summary — USDU

In 2026 Q1, 49 hedge funds were net buyers of USDU (32 opened a new position, 17 added to an existing one), while 28 reduced or exited (16 trimmed, 12 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +20 funds (more new holders than closures). Total institutional holders: 67.

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.

Is It Too Late to Buy Wisdomtree Tr (USDU) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much USDU has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
USDU
+0.7%
SPY
+13.9%

USDU outperformed SPY by -13.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
USDU
+1.4%
SPY
+0.2%

Since the filing became public, USDU outperformed SPY by +1.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 2 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: USDU
67 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 67 47 42.55%
13F Shares 9M 5M 80.88%
Total Value $240M $131M 83.13%
New Positions 32 12 +20
Increased Positions 17 21 -4
Closed Positions 12 8 +4
Reduced Positions 15 9 +6
Total Calls 1 0 100%
Total Puts 1 1 -
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: USDU

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Institutional Holders (2026 Q1)

67 + investors

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

QUARTER:
Top 25 USDU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Reyes Financial Architecture, Inc. 6.56% 304,722 $8.0M
2 GenWealth Group, Inc. 3.42% 759,232 $20.0M
3 Summit Place Financial Advisors, LLC 2.34% 184,703 $4.9M
4 Encompass More Asset Management 1.94% 438,837 $11.6M
5 Algorithmic Investment Models, LLC 1.47% 45,369 $1.2M
6 Osborne Partners Capital Management, LLC 0.74% 530,739 $14.0M
7 Waystone Advisors LLC 0.68% 28,979 $763K
8 Advyzon Investment Management, LLC 0.52% 220,111 $5.8M
9 VestGen Investment Management 0.51% 35,261 $928K
10 Legacy Wealth Partners, LLC 0.47% 71,083 $1.9M
11 Cowa, LLC 0.39% 54,578 $1.4M
12 Maridea Wealth Management LLC 0.38% 100,114 $2.6M
13 Moulton Wealth Management, Inc 0.35% 19,421 $511K
14 Balefire, LLC 0.32% 64,214 $1.7M
15 Ausdal Financial Partners, Inc. 0.26% 219,312 $5.8M
16 Assetmark, Inc 0.17% 3,129,395 $82.4M
17 Sovereign Financial Group, Inc. 0.16% 34,771 $916K
18 Wbi Investments, LLC 0.10% 13,740 $362K
19 Kaizen Financial Strategies 0.09% 8,000 $207K
20 Empowered Funds, LLC 0.09% 512,482 $13.5M
21 Avestar Capital, LLC 0.07% 38,653 $1.0M
22 J. Safra Sarasin Holding AG 0.05% 119,357 $3.1M
23 Brookwood Investment Group LLC 0.05% 16,070 $423K
24 Ignite Planners, LLC 0.05% 11,339 $299K
25 Gateway Wealth Partners, LLC 0.05% 44,110 $1.2M
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 — 2 quarters in a row: For 2 consecutive quarters, 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: 49 funds were net buyers (32 opened a brand new position + 17 added to an existing one). Only 28 were sellers (16 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for USDU holders?

Smaller funds dominant — 14% AUM from top-100: 12 of 66 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held USDU?

Mixed — 34% long-term, 40% new: Of the 67 current holders: 23 (34%) held >2 years, 17 held 1–2 years, and 27 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Wisdomtree Tr (USDU) following the 2026 Q1 hedge fund 13F filings?

As of today, USDU has moved +1.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +1.2%. Since the quarter end (March 31, 2026), USDU has gained +0.7% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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