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 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

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

Ascent Group's USDU Position: Q2 2026 in Review

Ascent Group increased its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 2.2% in Q2 2026, buying an estimated $9.01K and bringing the position to 16,319 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #565.

Ascent Group first reported a position in USDU in Q4 2021 and has held it in 6 quarters since. 76 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

Ascent Group held 16,319 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $437K as of Q2 2026.
Ascent Group bought 344 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2026, an estimated $9.01K.
WisdomTree Bloomberg US Dollar Bullish Fund made up 0.01% of Ascent Group's portfolio in Q2 2026, its #565 holding.
Ascent Group first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2021 and has held it in 6 quarters since.
76 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.