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 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 $49B AUM 17.78% 1-Year Est. Return

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

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

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 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

Ascent Group's USDU Position: Q1 2026 in Review

Ascent Group opened a new position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2026: 15,975 shares worth $421K. The stake represents 0.01% of the portfolio and ranks #536 among its holdings. This is a return to the name: Ascent Group previously reported a position in USDU as recently as Q2 2024.

Ascent Group first reported a position in USDU in Q4 2021 and has held it in 5 quarters since. 67 funds tracked by Wall St. Rank hold USDU as of Q1 2026.

Ascent Group held 15,975 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $421K as of Q1 2026.
WisdomTree Bloomberg US Dollar Bullish Fund was a new Ascent Group position in Q1 2026.
WisdomTree Bloomberg US Dollar Bullish Fund made up 0.01% of Ascent Group's portfolio in Q1 2026, its #536 holding.
Ascent Group first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2021 and has held it in 5 quarters since.
67 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.