Bank of New York Mellon’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Bank of New York Mellon’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	–	Sell	-341,999	Closed	-$8.82M	–	4305
2025 Q4	$8.82M	Buy	+341,999	New	+$9.15M	﹤0.01%	1996
2025 Q1	–	Sell	-160,763	Closed	-$4.45M	–	4172
2024 Q4	$4.45M	Buy	160,763 +146,198	+1,004%	+$4.05M	﹤0.01%	2355
2024 Q3	$386K	Buy	+14,565	New	+$389K	﹤0.01%	3640
2024 Q2	–	Sell	-15,081	Closed	-$395K	–	4265
2024 Q1	$395K	Buy	+15,081	New	+$390K	﹤0.01%	3659

Other funds holding USDU

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

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

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

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

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 New York Mellon's USDU Position: Q1 2026 in Review

Bank of New York Mellon sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2026, closing a stake of 341,999 shares — an estimated $8.82M sold.

Bank of New York Mellon first reported a position in USDU in Q1 2024 and held it in 4 quarters. The position peaked at $8.82M in Q4 2025. 67 funds tracked by Wall St. Rank hold USDU as of Q1 2026.

Bank of New York Mellon reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2026 after selling out during the quarter.
Bank of New York Mellon sold 341,999 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2026, an estimated $8.82M.
Bank of New York Mellon first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2024 and held it in 4 quarters.
Bank of New York Mellon's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $8.82M in Q4 2025.
67 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2026.

Based on Bank of New York Mellon's 13F filing for Q1 2026, filed 5 May 2026.