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
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 $49B AUM 17.78% 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
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Ameritas Advisory Services's USDU Position: Q1 2026 in Review

Ameritas Advisory Services opened a new position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2026: 40,205 shares worth $1.06M. The stake represents 0.04% of the portfolio and ranks #360 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in USDU as recently as Q3 2025.

Ameritas Advisory Services first reported a position in USDU in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.5M in Q1 2025. 67 funds tracked by Wall St. Rank hold USDU as of Q1 2026.

  • Ameritas Advisory Services held 40,205 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $1.06M as of Q1 2026.
  • WisdomTree Bloomberg US Dollar Bullish Fund was a new Ameritas Advisory Services position in Q1 2026.
  • WisdomTree Bloomberg US Dollar Bullish Fund made up 0.04% of Ameritas Advisory Services's portfolio in Q1 2026, its #360 holding.
  • Ameritas Advisory Services first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2022 and has held it in 16 quarters since.
  • Ameritas Advisory Services's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $2.5M in Q1 2025.
  • 67 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.