Beaumont Capital Management’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Beaumont Capital Management’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	$1.21M	Buy	45,378 +9	+0%	+$236	1.41%	18
2026 Q1	$1.19M	Buy	+45,369	New	+$1.17M	1.47%	19
2025 Q1	–	Sell	-44,263	Closed	-$1.22M	–	72
2024 Q4	$1.22M	Buy	+44,263	New	+$1.23M	0.94%	31
2024 Q3	–	Sell	-103,055	Closed	-$2.79M	–	58
2024 Q2	$2.79M	Buy	103,055 +4,073	+4%	+$108K	2.18%	21
2024 Q1	$2.59M	Sell	98,982 -3,884	-4%	-$100K	1.91%	23
2023 Q4	$2.58M	Buy	+102,866	New	+$2.82M	1.96%	24
2023 Q2	–	Sell	-97,133	Closed	-$2.53M	–	45
2023 Q1	$2.53M	Sell	97,133 -1,386	-1%	-$36.1K	1.76%	22
2022 Q4	$2.57M	Buy	98,519 +2,972	+3%	+$84.8K	1.81%	23
2022 Q3	$2.85M	Sell	95,547 -1,202	-1%	-$34.5K	2.82%	15
2022 Q2	$2.7M	Sell	96,749 -53,822	-36%	-$1.48M	2.23%	18
2022 Q1	$3.98M	Buy	150,571 +9,179	+6%	+$241K	2.57%	22
2021 Q4	$3.68M	Buy	141,392 +116,692	+472%	+$3.04M	2.13%	24
2021 Q3	$641K	Buy	+24,700	New	+$632K	0.55%	24

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

Beaumont Capital Management's USDU Position: Q2 2026 in Review

Beaumont Capital Management increased its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 0.02% in Q2 2026, buying an estimated $236 and bringing the position to 45,378 shares worth $1.21M. The position accounts for 1.41% of the portfolio, ranked #18.

Beaumont Capital Management first reported a position in USDU in Q3 2021 and has held it in 13 quarters since. The position peaked at $3.98M in Q1 2022. 76 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

Beaumont Capital Management held 45,378 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $1.21M as of Q2 2026.
Beaumont Capital Management bought 9 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2026, an estimated $236.
WisdomTree Bloomberg US Dollar Bullish Fund made up 1.41% of Beaumont Capital Management's portfolio in Q2 2026, its #18 holding.
Beaumont Capital Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2021 and has held it in 13 quarters since.
Beaumont Capital Management's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $3.98M in Q1 2022.
76 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on Beaumont Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.