Atria Investments’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Atria Investments’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	$907K	Sell	33,627 -47,908	-59%	-$1.27M	0.01%	1184
2026 Q2	$2.18M	Buy	81,535 +54,769	+205%	+$1.43M	0.02%	712
2026 Q1	$705K	Buy	+26,766	New	+$692K	0.01%	1264
2024 Q3	–	Sell	-8,962	Closed	-$243K	–	2051
2024 Q2	$243K	Buy	+8,962	New	+$239K	﹤0.01%	1711

Other funds holding USDU

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

EMAM

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

BCMIO

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

FIG

FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return

MWM

Moulton Wealth Management Spokane, Washington $148M AUM 13.1% 1-Year Est. Return

Waystone Advisors Redmond, Washington $134M AUM 14.93% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

LWPC

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Atria Investments's USDU Position: Q3 2026 in Review

Atria Investments reduced its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 59% in Q3 2026, selling an estimated $1.27M and leaving 33,627 shares worth $907K. The position accounts for 0.01% of the portfolio, ranked #1184.

Atria Investments first reported a position in USDU in Q2 2024 and has held it in 4 quarters since. The position peaked at $2.18M in Q2 2026. 11 funds tracked by Wall St. Rank hold USDU as of Q3 2026.

Atria Investments held 33,627 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $907K as of Q3 2026.
Atria Investments sold 47,908 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q3 2026, an estimated $1.27M.
WisdomTree Bloomberg US Dollar Bullish Fund made up 0.01% of Atria Investments's portfolio in Q3 2026, its #1184 holding.
Atria Investments first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2024 and has held it in 4 quarters since.
Atria Investments's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $2.18M in Q2 2026.
11 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.