Brinker Capital Investments’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Brinker Capital Investments’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
2024 Q1	–	Sell	-8,459	Closed	-$214K	–	1758
2023 Q4	$214K	Buy	+8,459	New	+$232K	﹤0.01%	1545
2017 Q3	–	Sell	-188	Closed	-$5K	–	603
2017 Q2	$5K	Hold	188	–	–	﹤0.01%	434
2017 Q1	$5K	Hold	188	–	–	﹤0.01%	420
2016 Q4	$5K	Hold	188	–	–	﹤0.01%	434
2016 Q3	$5K	Hold	188	–	–	﹤0.01%	420
2016 Q2	$5K	Hold	188	–	–	﹤0.01%	356
2016 Q1	$5K	Hold	188	–	–	﹤0.01%	371
2015 Q4	$5K	Hold	188	–	–	﹤0.01%	439
2015 Q3	$5K	Hold	188	–	–	﹤0.01%	405
2015 Q2	$5K	Hold	188	–	–	﹤0.01%	393
2015 Q1	$5K	Buy	188 +9	+5%	+$251	﹤0.01%	398
2014 Q4	$5K	Hold	179	–	–	﹤0.01%	397
2014 Q3	$5K	Sell	179 -6,511	-97%	-$164K	﹤0.01%	358
2014 Q2	$165K	Buy	+6,690	New	+$166K	0.01%	266

Other funds holding USDU

Jane Street New York $777B AUM 61.18% 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 $1.89B AUM 16.21% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SPFA

Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Brinker Capital Investments's USDU Position: Q1 2024 in Review

Brinker Capital Investments sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2024, closing a stake of 8,459 shares — an estimated $214K sold.

Brinker Capital Investments first reported a position in USDU in Q2 2014 and held it in 14 quarters. The position peaked at $214K in Q4 2023. 49 funds tracked by Wall St. Rank hold USDU as of Q1 2024.

Brinker Capital Investments reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2024 after selling out during the quarter.
Brinker Capital Investments sold 8,459 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2024, an estimated $214K.
Brinker Capital Investments first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2014 and held it in 14 quarters.
Brinker Capital Investments's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $214K in Q4 2023.
49 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2024.

Based on Brinker Capital Investments's 13F filing for Q1 2024, filed 31 Jul 2025.