Aptus Capital Advisors’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Aptus Capital Advisors’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
2025 Q3	–	Sell	-549,569	Closed	-$14.2M	–	1664
2025 Q2	$14.2M	Buy	+549,569	New	+$14.5M	0.12%	155
2023 Q2	–	Sell	-90,499	Closed	-$2.36M	–	860
2023 Q1	$2.36M	Sell	90,499 -85,473	-49%	-$2.23M	0.06%	202
2022 Q4	$4.58M	Buy	175,972 +7,550	+4%	+$215K	0.14%	122
2022 Q3	$5.02M	Sell	168,422 -13,289	-7%	-$381K	0.12%	100
2022 Q2	$5.07M	Buy	181,711 +35,402	+24%	+$971K	0.13%	101
2022 Q1	$3.87M	Buy	+146,309	New	+$3.85M	0.1%	120

Other funds holding USDU

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

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

SPFA

Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

MWM

Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return

Aptus Capital Advisors's USDU Position: Q3 2025 in Review

Aptus Capital Advisors sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q3 2025, closing a stake of 549,569 shares — an estimated $14.2M sold.

Aptus Capital Advisors first reported a position in USDU in Q1 2022 and held it in 6 quarters. The position peaked at $14.2M in Q2 2025. 42 funds tracked by Wall St. Rank hold USDU as of Q3 2025.

Aptus Capital Advisors reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q3 2025 after selling out during the quarter.
Aptus Capital Advisors sold 549,569 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q3 2025, an estimated $14.2M.
Aptus Capital Advisors first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2022 and held it in 6 quarters.
Aptus Capital Advisors's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $14.2M in Q2 2025.
42 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2025.

Based on Aptus Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.