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

AE 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
2026 Q2	$19.6K	Buy	733 +53	+8%	+$1.39K	﹤0.01%	2256
2026 Q1	$17.9K	Sell	680 -1,000	-60%	-$25.8K	﹤0.01%	2171
2025 Q4	$43.3K	Hold	1,680	–	–	﹤0.01%	1879
2025 Q3	$44.3K	Buy	1,680 +1,000	+147%	+$26.2K	﹤0.01%	1741
2025 Q2	$17.5K	Buy	680 +281	+70%	+$7.39K	﹤0.01%	1790
2025 Q1	$10.9K	Hold	399	–	–	﹤0.01%	1845
2024 Q4	$11K	Buy	+399	New	+$11.1K	﹤0.01%	1826
2023 Q4	–	Sell	-35,944	Closed	-$993K	–	2189
2023 Q3	$993K	Buy	+35,944	New	+$963K	0.01%	1100
2023 Q2	–	Sell	-74,332	Closed	-$1.94M	–	2051
2023 Q1	$1.94M	Buy	74,332 +50,205	+208%	+$1.31M	0.01%	818
2022 Q4	$629K	Buy	+24,127	New	+$688K	﹤0.01%	1186
2018 Q1	–	Sell	-57,553	Closed	-$1.49M	–	475
2017 Q4	$1.49M	Sell	57,553 -1,047	-2%	-$27.3K	0.13%	114
2017 Q3	$1.51M	Sell	58,600 -1,566	-3%	-$40.3K	0.14%	105
2017 Q2	$1.58M	Buy	60,166 +6,504	+12%	+$174K	0.19%	92
2017 Q1	$1.46M	Buy	53,662 +11,369	+27%	+$313K	0.27%	72
2016 Q4	$1.18M	Buy	+42,293	New	+$1.15M	0.48%	44

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

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 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

AE Wealth Management's USDU Position: Q2 2026 in Review

AE Wealth Management increased its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 7.8% in Q2 2026, buying an estimated $1.39K and bringing the position to 733 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2256.

AE Wealth Management first reported a position in USDU in Q4 2016 and has held it in 15 quarters since. The position peaked at $1.94M in Q1 2023. 75 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

AE Wealth Management held 733 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $19.6K as of Q2 2026.
AE Wealth Management bought 53 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2026, an estimated $1.39K.
WisdomTree Bloomberg US Dollar Bullish Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2256 holding.
AE Wealth Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2016 and has held it in 15 quarters since.
AE Wealth Management's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $1.94M in Q1 2023.
75 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.