Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (USDU)

76 + 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
↑ +9
Streak
3Q ▲
Buyers last Q
65%

Smart Money Signals — USDU

Based on 76 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
76 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.
🚀

Fast accumulation — +49% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+49% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 65% buying

57 buying31 selling
Last quarter: 57 funds were net buyers (24 opened a brand new position + 33 added to an existing one). Only 31 were sellers (16 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 11 → 14 → 32 → 24. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 33% long-term, 37% new

■ 33% conviction (2yr+) ■ 30% medium ■ 37% new
Of the 76 current holders: 25 (33%) held >2 years, 23 held 1–2 years, and 28 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

13 → 11 → 14 → 32 → 24 new funds/Q
New funds entering each quarter: 11 → 14 → 32 → 24. 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 — 55% veterans vs 31% newcomers

■ 55% veterans ■ 14% 1-2yr ■ 31% new
Entry-cohort mix of 78 holders: 43 (55%) are 2+ year veterans, 11 entered 1–2 years ago, and 24 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
12 of 76 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — 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 Q2, 57 hedge funds were net buyers of USDU (24 opened a new position, 33 added to an existing one), while 31 reduced or exited (16 trimmed, 15 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 76.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: USDU
76 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 76 67 13.43%
13F Shares 11M 9M 17.21%
Total Value $288M $240M 19.85%
New Positions 24 32 -8
Increased Positions 32 17 +15
Closed Positions 15 13 +2
Reduced Positions 16 15 +1
Total Calls 1 1 -
Total Puts 1 1 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: USDU

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

76 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GenWealth Group, Inc. 3.26% 781,534 $20.9M
2 Capital Advisor Network LLC 3.20% 95,721 $2.6M
3 Summit Place Financial Advisors, LLC 2.24% 191,313 $5.1M
4 Algorithmic Investment Models, LLC 1.41% 45,378 $1.2M
5 Fortis Group Advisors, LLC 1.27% 297,428 $8.0M
6 Advyzon Investment Management, LLC 1.07% 553,489 $14.8M
7 Osborne Partners Capital Management, LLC 0.83% 556,910 $14.9M
8 Waystone Advisors LLC 0.65% 32,668 $874K
9 Moulton Wealth Management, Inc 0.64% 36,273 $972K
10 Camarda Financial Advisors, LLC 0.62% 76,782 $2.1M
11 Ausdal Financial Partners, Inc. 0.59% 565,839 $15.1M
12 VestGen Investment Management 0.57% 40,138 $1.1M
13 FSA Investment Group, LLC 0.54% 62,589 $1.7M
14 Cowa, LLC 0.52% 77,741 $2.1M
15 Legacy Wealth Partners, LLC 0.51% 85,677 $2.3M
16 Encompass More Asset Management 0.50% 129,226 $3.5M
17 Maridea Wealth Management LLC 0.49% 170,411 $4.6M
18 Beacon Capital Management, Inc. 0.49% 302,785 $8.1M
19 Thor Trading Advisors, LLC 0.42% 50,028 $1.3M
20 Balefire, LLC 0.28% 63,220 $1.7M
21 Reyes Financial Architecture, Inc. 0.19% 12,879 $345K
22 Ameritas Advisory Services, LLC 0.18% 326,163 $8.7M
23 Sovereign Financial Group, Inc. 0.15% 36,459 $975K
24 Assetmark, Inc 0.14% 3,101,590 $83.0M
25 Millington Securities, LLC 0.10% 13,740 $362K
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 — 3 quarters in a row: For 3 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 — 65% buying: Last quarter: 57 funds were net buyers (24 opened a brand new position + 33 added to an existing one). Only 31 were sellers (16 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for USDU holders?

Smaller funds dominant — 19% AUM from top-100: 12 of 76 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held USDU?

Mixed — 33% long-term, 37% new: Of the 76 current holders: 25 (33%) held >2 years, 23 held 1–2 years, and 28 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.

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.

Full history →