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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
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

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
GG
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
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Morgan Stanley
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
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

Atria Investments's USDU Position: Q1 2026 in Review

Atria Investments opened a new position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2026: 26,766 shares worth $705K. The stake represents 0.01% of the portfolio and ranks #1264 among its holdings. This is a return to the name: Atria Investments previously reported a position in USDU as recently as Q2 2024.

Atria Investments first reported a position in USDU in Q2 2024 and has held it in 2 quarters since. 67 funds tracked by Wall St. Rank hold USDU as of Q1 2026.

  • Atria Investments held 26,766 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $705K as of Q1 2026.
  • WisdomTree Bloomberg US Dollar Bullish Fund was a new Atria Investments position in Q1 2026.
  • WisdomTree Bloomberg US Dollar Bullish Fund made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1264 holding.
  • Atria Investments first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2024 and has held it in 2 quarters since.
  • 67 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.