Bank of America
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Bank of America’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Bank of America’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 		$1.11M Buy
42,045
+6,547
+18% +$169K ﹤0.01% 4473
2025
Q4 		$916K Sell
35,498
-97,562
-73% -$2.61M ﹤0.01% 4582
2025
Q3 		$3.51M Sell
133,060
-93,228
-41% -$2.45M ﹤0.01% 4346
2025
Q2 		$5.83M Sell
226,288
-19,596
-8% -$516K ﹤0.01% 3741
2025
Q1 		$6.7M Sell
245,884
-4,513
-2% -$124K ﹤0.01% 3532
2024
Q4 		$6.93M Sell
250,397
-4,346
-2% -$120K ﹤0.01% 3286
2024
Q3 		$6.76M Buy
254,743
+5,224
+2% +$139K ﹤0.01% 3455
2024
Q2 		$6.76M Buy
249,519
+32,679
+15% +$870K ﹤0.01% 3335
2024
Q1 		$5.68M Buy
216,840
+45,633
+27% +$1.18M ﹤0.01% 3491
2023
Q4 		$4.3M Sell
171,207
-10,424
-6% -$285K ﹤0.01% 3673
2023
Q3 		$5.02M Sell
181,631
-167,047
-48% -$4.47M ﹤0.01% 3402
2023
Q2 		$9.25M Sell
348,678
-143,074
-29% -$3.75M ﹤0.01% 2785
2023
Q1 		$12.8M Sell
491,752
-62,472
-11% -$1.63M ﹤0.01% 2564
2022
Q4 		$14.4M Buy
554,224
+118,271
+27% +$3.37M ﹤0.01% 2323
2022
Q3 		$13M Buy
435,953
+235,333
+117% +$6.76M ﹤0.01% 2344
2022
Q2 		$5.6M Buy
200,620
+62,991
+46% +$1.73M ﹤0.01% 3273
2022
Q1 		$3.64M Buy
137,629
+137,129
+27,426% +$3.61M ﹤0.01% 3965
2021
Q4 		$13K Hold
500
– – ﹤0.01% 7645
2021
Q3 		$13K Sell
500
-1,400
-74% -$35.9K ﹤0.01% 7509
2021
Q2 		$48K Sell
1,900
-714
-27% -$18K ﹤0.01% 6855
2021
Q1 		$67K Sell
2,614
-2,916
-53% -$73.9K ﹤0.01% 6534
2020
Q4 		$138K Sell
5,530
-9,687
-64% -$251K ﹤0.01% 5823
2020
Q3 		$405K Sell
15,217
-18,515
-55% -$495K ﹤0.01% 4871
2020
Q2 		$931K Sell
33,732
-21,334
-39% -$598K ﹤0.01% 4170
2020
Q1 		$1.56M Buy
55,066
+15,792
+40% +$434K ﹤0.01% 3671
2019
Q4 		$1.05M Buy
39,274
+917
+2% +$25.5K ﹤0.01% 4475
2019
Q3 		$1.08M Sell
38,357
-19
-0% -$528 ﹤0.01% 4500
2019
Q2 		$1.05M Buy
38,376
+32,764
+584% +$899K ﹤0.01% 4531
2019
Q1 		$153K Sell
5,612
-42,339
-88% -$1.14M ﹤0.01% 5661
2018
Q4 		$1.3M Sell
47,951
-5,033
-9% -$137K ﹤0.01% 4205
2018
Q3 		$1.42M Sell
52,984
-13,298
-20% -$355K ﹤0.01% 4244
2018
Q2 		$1.76M Buy
66,282
+349
+0.5% +$9.07K ﹤0.01% 4067
2018
Q1 		$1.66M Sell
65,933
-5,007
-7% -$126K ﹤0.01% 4017
2017
Q4 		$1.84M Sell
70,940
-128,951
-65% -$3.36M ﹤0.01% 4030
2017
Q3 		$5.17M Sell
199,891
-107,207
-35% -$2.76M ﹤0.01% 3155
2017
Q2 		$8.06M Sell
307,098
-17,961
-6% -$481K ﹤0.01% 2575
2017
Q1 		$8.82M Sell
325,059
-256,807
-44% -$7.07M ﹤0.01% 2515
2016
Q4 		$16.3M Sell
581,866
-1,161,962
-67% -$31.7M ﹤0.01% 1866
2016
Q3 		$45.7M Sell
1,743,828
-873,017
-33% -$22.9M 0.01% 1035
2016
Q2 		$68.8M Buy
2,616,845
+977,513
+60% +$25.6M 0.02% 813
2016
Q1 		$43M Sell
1,639,332
-1,092,278
-40% -$29.7M 0.01% 1025
2015
Q4 		$74.7M Sell
2,731,610
-3,078,626
-53% -$88.2M 0.02% 798
2015
Q3 		$168M Sell
5,810,236
-1,315,706
-18% -$37.6M 0.04% 454
2015
Q2 		$200M Buy
7,125,942
+336,213
+5% +$9.43M 0.07% 321
2015
Q1 		$194M Buy
6,789,729
+3,655,591
+117% +$102M 0.07% 310
2014
Q4 		$84.8M Buy
3,134,138
+3,101,762
+9,580% +$82.3M 0.03% 611
2014
Q3 		$845K Buy
32,376
+30,867
+2,046% +$775K ﹤0.01% 4133
2014
Q2 		$37K Buy
1,509
+548
+57% +$13.6K ﹤0.01% 6855
2014
Q1 		$24K Buy
+961
New +$24.1K ﹤0.01% 6825

Other funds holding USDU

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $1.8B AUM 22.23% 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 $103B AUM 28.65% 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

Bank of America's USDU Position: Q1 2026 in Review

Bank of America increased its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 18% in Q1 2026, buying an estimated $169K and bringing the position to 42,045 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #4473.

Bank of America first reported a position in USDU in Q1 2014 and has held it in 49 quarters since. The position peaked at $200M in Q2 2015. 67 funds tracked by Wall St. Rank hold USDU as of Q1 2026.

  • Bank of America held 42,045 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $1.11M as of Q1 2026.
  • Bank of America bought 6,547 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2026, an estimated $169K.
  • WisdomTree Bloomberg US Dollar Bullish Fund made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #4473 holding.
  • Bank of America first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2014 and has held it in 49 quarters since.
  • Bank of America's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $200M in Q2 2015.
  • 67 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.