Ausdal Financial Partners’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Ausdal Financial Partners’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	$15.1M	Buy	565,839 +346,527	+158%	+$9.07M	0.59%	28
2026 Q1	$5.77M	Sell	219,312 -158,934	-42%	-$4.11M	0.26%	95
2025 Q4	$9.76M	Buy	378,246 +248,501	+192%	+$6.65M	0.45%	40
2025 Q3	$3.42M	Buy	129,745 +51,992	+67%	+$1.36M	0.17%	146
2025 Q2	$2M	Sell	77,753 -105,657	-58%	-$2.78M	0.13%	155
2025 Q1	$5M	Buy	+183,410	New	+$5.03M	0.38%	54

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

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

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

Ausdal Financial Partners's USDU Position: Q2 2026 in Review

Ausdal Financial Partners increased its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 158% in Q2 2026, buying an estimated $9.07M and bringing the position to 565,839 shares worth $15.1M. The position accounts for 0.59% of the portfolio, ranked #28.

Ausdal Financial Partners first reported a position in USDU in Q1 2025 and has held it in 6 quarters since. 76 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

Ausdal Financial Partners held 565,839 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $15.1M as of Q2 2026.
Ausdal Financial Partners bought 346,527 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2026, an estimated $9.07M.
WisdomTree Bloomberg US Dollar Bullish Fund made up 0.59% of Ausdal Financial Partners's portfolio in Q2 2026, its #28 holding.
Ausdal Financial Partners first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2025 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 Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.