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 Q2	$14.8M	Buy	553,489 +333,378	+151%	+$8.73M	1.07%	15
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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

Advyzon Investment Management's USDU Position: Q2 2026 in Review

Advyzon Investment Management increased its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 151% in Q2 2026, buying an estimated $8.73M and bringing the position to 553,489 shares worth $14.8M. The position accounts for 1.07% of the portfolio, ranked #15.

Advyzon Investment Management first reported a position in USDU in Q2 2025 and has held it in 5 quarters since. 76 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

Advyzon Investment Management held 553,489 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $14.8M as of Q2 2026.
Advyzon Investment Management bought 333,378 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2026, an estimated $8.73M.
WisdomTree Bloomberg US Dollar Bullish Fund made up 1.07% of Advyzon Investment Management's portfolio in Q2 2026, its #15 holding.
Advyzon Investment Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2025 and has held it in 5 quarters since.
76 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.