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 Q2	$1.12M	Buy	41,706 +3,053	+8%	+$80K	0.06%	223
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 $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

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 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

Avestar Capital's USDU Position: Q2 2026 in Review

Avestar Capital increased its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 7.9% in Q2 2026, buying an estimated $80K and bringing the position to 41,706 shares worth $1.12M. The position accounts for 0.06% of the portfolio, ranked #223.

Avestar Capital first reported a position in USDU in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.44M in Q1 2024. 76 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

Avestar Capital held 41,706 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $1.12M as of Q2 2026.
Avestar Capital bought 3,053 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2026, an estimated $80K.
WisdomTree Bloomberg US Dollar Bullish Fund made up 0.06% of Avestar Capital's portfolio in Q2 2026, its #223 holding.
Avestar Capital first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2024 and has held it in 10 quarters since.
Avestar Capital's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $2.44M in Q1 2024.
76 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.