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

Bank of Montreal’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	$334K	Sell	12,833 -2,088	-14%	-$54.7K	﹤0.01%	2709
2026 Q1	$393K	Buy	+14,921	New	+$386K	﹤0.01%	2508
2025 Q3	–	Sell	-500	Closed	-$12.9K	–	3813
2025 Q2	$12.9K	Hold	500	–	–	﹤0.01%	3338
2025 Q1	$13.6K	Sell	500 -13,770	-96%	-$378K	﹤0.01%	3274
2024 Q4	$395K	Sell	14,270 -106,480	-88%	-$2.95M	﹤0.01%	2378
2024 Q3	$3.2M	Buy	120,750 +104,259	+632%	+$2.78M	﹤0.01%	1493
2024 Q2	$447K	Sell	16,491 -78,009	-83%	-$2.08M	﹤0.01%	2466
2024 Q1	$2.48M	Buy	94,500 +94,213	+32,827%	+$2.43M	﹤0.01%	1522
2023 Q4	$7.79K	Sell	287 -16,828	-98%	-$461K	﹤0.01%	3826
2023 Q3	$462K	Buy	+17,115	New	+$458K	﹤0.01%	2514
2023 Q2	–	Sell	-29,225	Closed	-$765K	–	4309
2023 Q1	$765K	Buy	+29,225	New	+$762K	﹤0.01%	2216

Other funds holding USDU

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Bank of Montreal's USDU Position: Q2 2026 in Review

Bank of Montreal reduced its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 14% in Q2 2026, selling an estimated $54.7K and leaving 12,833 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #2709.

Bank of Montreal first reported a position in USDU in Q1 2023 and has held it in 11 quarters since. The position peaked at $3.2M in Q3 2024. 76 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

Bank of Montreal held 12,833 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $334K as of Q2 2026.
Bank of Montreal sold 2,088 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2026, an estimated $54.7K.
WisdomTree Bloomberg US Dollar Bullish Fund made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2709 holding.
Bank of Montreal first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2023 and has held it in 11 quarters since.
Bank of Montreal's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $3.2M in Q3 2024.
76 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.