Beacon Capital Management Inc (Ohio)’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Beacon Capital Management Inc (Ohio)’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	$8.1M	Buy	+302,785	New	+$7.93M	0.49%	34
2020 Q3	–	Sell	-36	Closed	-$1K	–	107
2020 Q2	$1K	Hold	36	–	–	﹤0.01%	63
2020 Q1	$1K	Hold	36	–	–	﹤0.01%	103
2019 Q4	$1K	Hold	36	–	–	﹤0.01%	55
2019 Q3	$1K	Hold	36	–	–	﹤0.01%	56
2019 Q2	$1K	Hold	36	–	–	﹤0.01%	85
2019 Q1	$1K	Hold	36	–	–	﹤0.01%	64
2018 Q4	$1K	Hold	36	–	–	﹤0.01%	55
2018 Q3	$1K	Hold	36	–	–	﹤0.01%	58
2018 Q2	$1K	Hold	36	–	–	﹤0.01%	72
2018 Q1	$1K	Hold	36	–	–	﹤0.01%	75
2017 Q4	$1K	Sell	36 -11	-23%	-$287	﹤0.01%	94
2017 Q3	$1K	Hold	47	–	–	﹤0.01%	66
2017 Q2	$1K	Hold	47	–	–	﹤0.01%	59
2017 Q1	$1K	Hold	47	–	–	﹤0.01%	63
2016 Q4	$1K	Hold	47	–	–	﹤0.01%	60
2016 Q3	$1K	Hold	47	–	–	﹤0.01%	100
2016 Q2	$1K	Buy	47 +5	+12%	+$131	﹤0.01%	143
2016 Q1	$1K	Hold	42	–	–	﹤0.01%	176
2015 Q4	$1K	Sell	42 -75	-64%	-$2.15K	﹤0.01%	227
2015 Q3	$3K	Buy	+117	New	+$3.35K	﹤0.01%	193

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

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s USDU Position: Q2 2026 in Review

Beacon Capital Management Inc (Ohio) opened a new position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2026: 302,785 shares worth $8.1M. The stake represents 0.49% of the portfolio and ranks #34 among its holdings. This is a return to the name: Beacon Capital Management Inc (Ohio) previously reported a position in USDU as recently as Q2 2020.

Beacon Capital Management Inc (Ohio) first reported a position in USDU in Q3 2015 and has held it in 21 quarters since. 76 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

Beacon Capital Management Inc (Ohio) held 302,785 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $8.1M as of Q2 2026.
WisdomTree Bloomberg US Dollar Bullish Fund was a new Beacon Capital Management Inc (Ohio) position in Q2 2026.
WisdomTree Bloomberg US Dollar Bullish Fund made up 0.49% of Beacon Capital Management Inc (Ohio)'s portfolio in Q2 2026, its #34 holding.
Beacon Capital Management Inc (Ohio) first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2015 and has held it in 21 quarters since.
76 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2026, filed 13 Aug 2026.