Accurate Wealth Management’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Accurate Wealth Management’s Portfolio USDU Stock Details USDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-179,419	Closed	-$4.74M	–	460
2025 Q1	$4.74M	Buy	+179,419	New	+$4.92M	0.9%	18
2023 Q2	–	Sell	-20,303	Closed	-$530K	–	290
2023 Q1	$530K	Sell	20,303 -352,424	-95%	-$9.19M	0.18%	129
2022 Q4	$9.67M	Sell	372,727 -66,480	-15%	-$1.9M	3.56%	3
2022 Q3	$17M	Buy	439,207 +44,445	+11%	+$1.28M	7.08%	2
2022 Q2	$11.2M	Sell	394,762 -12,686	-3%	-$348K	6.09%	4
2022 Q1	$10.8M	Buy	+407,448	New	+$10.7M	4.83%	4

Other funds holding USDU

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SPFA

Summit Place Financial Advisors Summit, New Jersey $228M AUM 26.15% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

Accurate Wealth Management's USDU Position: Q2 2025 in Review

Accurate Wealth Management sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2025, closing a stake of 179,419 shares — an estimated $4.74M sold.

Accurate Wealth Management first reported a position in USDU in Q1 2022 and held it in 6 quarters. The position peaked at $17M in Q3 2022. 54 funds tracked by Wall St. Rank hold USDU as of Q2 2025.

Accurate Wealth Management reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q2 2025 after selling out during the quarter.
Accurate Wealth Management sold 179,419 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2025, an estimated $4.74M.
Accurate Wealth Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2022 and held it in 6 quarters.
Accurate Wealth Management's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $17M in Q3 2022.
54 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2025.

Based on Accurate Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.