Avestar Capital’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Avestar Capital’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	$1.02M	Sell	38,653 -1,744	-4%	-$45.1K	0.07%	224
2025 Q4	$1.04M	Sell	40,397 -19,571	-33%	-$524K	0.07%	213
2025 Q3	$1.58M	Sell	59,968 -5,090	-8%	-$134K	0.1%	152
2025 Q2	$1.68M	Buy	65,058 +206	+0.3%	+$5.42K	0.11%	135
2025 Q1	$1.77M	Sell	64,852 -11,716	-15%	-$321K	0.15%	115
2024 Q4	$2.12M	Sell	76,568 -2,699	-3%	-$74.7K	0.18%	96
2024 Q3	$2.1M	Sell	79,267 -9,408	-11%	-$251K	0.22%	87
2024 Q2	$2.4M	Sell	88,675 -4,543	-5%	-$121K	0.25%	75
2024 Q1	$2.44M	Buy	+93,218	New	+$2.41M	0.26%	73

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

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

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

Reyes Financial Architecture San Diego, California $122M AUM 28.04% 1-Year Est. Return

Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return