AAS
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Ameritas Advisory Services’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Ameritas Advisory Services’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 		$8.72M Buy
326,163
+285,958
+711% +$7.49M 0.18% 112
2026
Q1 		$1.06M Buy
+40,205
New +$1.04M 0.04% 360
2025
Q4 		– Sell
-490
Closed -$12.9K – 2055
2025
Q3 		$12.9K Hold
490
– – ﹤0.01% 1576
2025
Q2 		$12.6K Sell
490
-89,959
-99% -$2.37M ﹤0.01% 1924
2025
Q1 		$2.5M Hold
90,449
– – 0.1% 195
2024
Q4 		$2.5M Buy
90,449
+7,858
+10% +$218K 0.09% 212
2024
Q3 		$2.19M Buy
82,591
+9,305
+13% +$248K 0.09% 206
2024
Q2 		$1.99M Buy
73,286
+248
+0.3% +$6.6K 0.07% 254
2024
Q1 		$1.94M Buy
73,038
+63,697
+682% +$1.65M 0.08% 241
2023
Q4 		$242K Buy
9,341
+1,324
+17% +$36.2K 0.01% 619
2023
Q3 		$224K Sell
8,017
-63,063
-89% -$1.69M 0.01% 718
2023
Q2 		$1.88M Buy
71,080
+11,088
+18% +$291K 0.24% 93
2023
Q1 		$1.56M Sell
59,992
-6,169
-9% -$161K 0.08% 234
2022
Q4 		$1.72M Buy
66,161
+8,498
+15% +$242K 0.08% 243
2022
Q3 		$1.72M Buy
57,663
+8,677
+18% +$249K 0.1% 195
2022
Q2 		$1.37M Buy
48,986
+26,355
+116% +$723K 0.08% 243
2022
Q1 		$599K Buy
+22,631
New +$595K 0.02% 455

Other funds holding USDU

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 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

Ameritas Advisory Services's USDU Position: Q2 2026 in Review

Ameritas Advisory Services increased its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 711% in Q2 2026, buying an estimated $7.49M and bringing the position to 326,163 shares worth $8.72M. The position accounts for 0.18% of the portfolio, ranked #112.

Ameritas Advisory Services first reported a position in USDU in Q1 2022 and has held it in 17 quarters since. 76 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

  • Ameritas Advisory Services held 326,163 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $8.72M as of Q2 2026.
  • Ameritas Advisory Services bought 285,958 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2026, an estimated $7.49M.
  • WisdomTree Bloomberg US Dollar Bullish Fund made up 0.18% of Ameritas Advisory Services's portfolio in Q2 2026, its #112 holding.
  • Ameritas Advisory Services first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2022 and has held it in 17 quarters since.
  • 76 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.