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Advyzon Investment Management’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Advyzon Investment 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
2026
Q1 		$5.8M Sell
220,111
-184,285
-46% -$4.76M 0.52% 43
2025
Q4 		$10.4M Buy
404,396
+305,287
+308% +$8.17M 1.21% 12
2025
Q3 		$2.62M Sell
99,109
-15,934
-14% -$418K 0.45% 48
2025
Q2 		$2.96M Buy
+115,043
New +$3.03M 0.66% 32

Other funds holding USDU

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advyzon Investment Management's USDU Position: Q1 2026 in Review

Advyzon Investment Management reduced its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 46% in Q1 2026, selling an estimated $4.76M and leaving 220,111 shares worth $5.8M. The position accounts for 0.52% of the portfolio, ranked #43.

Advyzon Investment Management first reported a position in USDU in Q2 2025 and has held it in 4 quarters since. The position peaked at $10.4M in Q4 2025. 67 funds tracked by Wall St. Rank hold USDU as of Q1 2026.

  • Advyzon Investment Management held 220,111 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $5.8M as of Q1 2026.
  • Advyzon Investment Management sold 184,285 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2026, an estimated $4.76M.
  • WisdomTree Bloomberg US Dollar Bullish Fund made up 0.52% of Advyzon Investment Management's portfolio in Q1 2026, its #43 holding.
  • Advyzon Investment Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2025 and has held it in 4 quarters since.
  • Advyzon Investment Management's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $10.4M in Q4 2025.
  • 67 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.