Ascent Group’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Ascent Group’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 Q3	–	Sell	-16,319	Closed	-$437K	–	857
2026 Q2	$437K	Buy	16,319 +344	+2%	+$9.01K	0.01%	565
2026 Q1	$421K	Buy	+15,975	New	+$413K	0.01%	536
2024 Q3	–	Sell	-14,008	Closed	-$379K	–	547
2024 Q2	$379K	Buy	+14,008	New	+$373K	0.03%	392
2022 Q3	–	Sell	-7,409	Closed	-$208K	–	500
2022 Q2	$208K	Sell	7,409 -6,528	-47%	-$179K	0.02%	453
2022 Q1	$369K	Sell	13,937 -1,449	-9%	-$38.1K	0.04%	361
2021 Q4	$401K	Buy	+15,386	New	+$401K	0.05%	332

Other funds holding USDU

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Osborne Partners Capital Management San Francisco, California $1.78B AUM 18.29% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $21.7B AUM 41.23% 1-Year Est. Return

TTA

Thor Trading Advisors Greensburg, Pennsylvania $294M AUM 20.38% 1-Year Est. Return

Ascent Group's USDU Position: Q3 2026 in Review

Ascent Group sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q3 2026, closing a stake of 16,319 shares — an estimated $437K sold.

Ascent Group first reported a position in USDU in Q4 2021 and held it in 6 quarters. The position peaked at $437K in Q2 2026. 61 funds tracked by Wall St. Rank hold USDU as of Q3 2026.

Ascent Group reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q3 2026 after selling out during the quarter.
Ascent Group sold 16,319 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q3 2026, an estimated $437K.
Ascent Group first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2021 and held it in 6 quarters.
Ascent Group's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $437K in Q2 2026.
61 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2026.

Based on Ascent Group's 13F filing for Q3 2026, filed 30 Oct 2026.