# WISDOMTREE TR BLMBG US BULL

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.

## Summary

- Issuer: WISDOMTREE TR
- Class: BLMBG US BULL
- CUSIP: 97717W471
- Asset category: EC
- 13F holders: 78
- 13F value: $254.0M
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $8K
- N-PORT report: 2024-06-30

## Top institutional holders (Form 13F)

_Showing 15 of 78 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [ASSETMARK, INC](https://search.stillhousedata.com/firm/109018) | CONCORD, CA | $83.0M | 3,101,590 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $22.1M | 827,284 |
| [GenWealth Group, Inc.](https://search.stillhousedata.com/firm/154569) | Maplewood, NJ | $20.9M | 781,534 |
| [OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/108100) | 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](https://search.stillhousedata.com/firm/290427) | WESTWOOD, NJ | $8.0M | 297,428 |
| [Advyzon Investment Management, LLC](https://search.stillhousedata.com/firm/318816) | LISLE, IL | $5.8M | 220,111 |
| [Ausdal Financial Partners, Inc.](https://search.stillhousedata.com/firm/7995) | Davenport, IA | $5.8M | 219,312 |
| [Summit Place Financial Advisors, LLC](https://search.stillhousedata.com/firm/147984) | SUMMIT, NJ | $5.1M | 191,313 |
| Maridea Wealth Management LLC | BROOKLYN, NY | $4.6M | 170,411 |
| [HighTower Advisors, LLC](https://search.stillhousedata.com/firm/145323) | CHICAGO, IL | $4.5M | 169,260 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $4.0M | 152,665 |
| [Encompass More Asset Management](https://search.stillhousedata.com/firm/322382) | Danville, CA | $3.5M | 129,226 |
| [CITADEL ADVISORS LLC](https://search.stillhousedata.com/firm/148826) | MIAMI, FL | $3.4M | 74,645 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [DriveWealth NYSE 100 Index ETF](https://search.stillhousedata.com/fund/S000079523) | DriveWealth ETF Trust | $8K | 99.56% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/97717W471.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.