WISDOMTREE TR BLMBG US BULL is a security (CUSIP 97717W471) tracked across SEC portfolio filings. 78 institutional managers reported $254.0M on Form 13F as of 2026-06-30; 1 registered fund positions totaling $8K via N-PORT as of 2024-06-30.
Showing 15 of 78 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| ASSETMARK, INC | CONCORD, CA | $83.0M | 3,101,590 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $22.1M | 827,284 |
| GenWealth Group, Inc. | Maplewood, NJ | $20.9M | 781,534 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | SAN FRANCISCO, CA | $14.9M | 556,910 |
| Empowered Funds, LLC | HAVERTOWN, PA | $13.5M | 512,482 |
| MORGAN STANLEY | NEW YORK, NY | $13.0M | 495,397 |
| Fortis Group Advisors, LLC | WESTWOOD, NJ | $8.0M | 297,428 |
| Advyzon Investment Management, LLC | LISLE, IL | $5.8M | 220,111 |
| Ausdal Financial Partners, Inc. | Davenport, IA | $5.8M | 219,312 |
| Summit Place Financial Advisors, LLC | SUMMIT, NJ | $5.1M | 191,313 |
| Maridea Wealth Management LLC | BROOKLYN, NY | $4.6M | 170,411 |
| HighTower Advisors, LLC | CHICAGO, IL | $4.5M | 169,260 |
| LPL Financial LLC | FORT MILL, SC | $4.0M | 152,665 |
| Encompass More Asset Management | Danville, CA | $3.5M | 129,226 |
| CITADEL ADVISORS LLC | MIAMI, FL | $3.4M | 74,645 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| DriveWealth NYSE 100 Index ETF | DriveWealth ETF Trust | $8K | 99.56% |