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Belpointe Asset Management’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Belpointe Asset 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
2025
Q3 		– Sell
-17,260
Closed -$445K – 1047
2025
Q2 		$445K Buy
+17,260
New +$454K 0.02% 613

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SPFA
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FGA
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AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return

Belpointe Asset Management's USDU Position: Q3 2025 in Review

Belpointe Asset Management sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q3 2025, closing a stake of 17,260 shares — an estimated $445K sold.

Belpointe Asset Management first reported a position in USDU in Q2 2025 and held it in 1 quarter. The position peaked at $445K in Q2 2025. 42 funds tracked by Wall St. Rank hold USDU as of Q3 2025.

  • Belpointe Asset Management reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q3 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 17,260 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q3 2025, an estimated $445K.
  • Belpointe Asset Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2025 and held it in 1 quarter.
  • Belpointe Asset Management's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $445K in Q2 2025.
  • 42 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2025.

Based on Belpointe Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.