Advyzon Investment Management »

Wisdomtree Tr blmbg us bull shares owned by Advyzon Investment Management

Quarter-by-quarter ownership of Wisdomtree Tr blmbg us bull (USDU) shares owned by Advyzon Investment Management from 13F filings

Historical chart of Advyzon Investment Management investment in Wisdomtree Tr blmbg us bull

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr blmbg us bull held by Advyzon Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Tr blmbg us bull by Advyzon Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 99k 26.39
2025-06-30 $3.0M 115k 25.77

More positions owned by Advyzon Investment Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ea Series Trust Strive 1000 Grwt (STXG)
Ea Series Trust Strive 1000 Valu (STXV)
Vanguard Index Fds Mid Cap Etf (VO)
Graniteshares Gold Tr Shs Ben Int (BAR)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vaneck Etf Trust Semiconductr Etf (SMH)
Apple (AAPL)
Meta Platforms Cl A (META)
Select Sector Spdr Tr Technology (XLK)
Ea Series Trust Strive Enhanced (BUXX)

View all positions for Advyzon Investment Management

Top funds holding Wisdomtree Tr blmbg us bull

GenWealth Group
Osborne Partners Capital Management
BCJ Capital Management
Maridea Wealth Management
Summit Place Financial Advisors
Prevail Innovative Wealth Advisors
Farther Finance Advisors
J. Safra Sarasin Holding
Fortis Group Advisors
Ausdal Financial Partners
Jane Street
HighTower Advisors
Advyzon Investment Management
Citadel Advisors
Avestar Capital

View all funds holding Wisdomtree Tr blmbg us bull