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Brookwood Investment Group’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Brookwood Investment Group’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 		$264K Sell
9,863
-6,207
-39% -$163K 0.03% 432
2026
Q1 		$423K Buy
+16,070
New +$415K 0.05% 315

Other funds holding USDU

GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
SFG
Sovereign Financial Group Stamford, Connecticut $654M AUM 32.34% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return
WA
Waystone Advisors Redmond, Washington $134M AUM

Brookwood Investment Group's USDU Position: Q2 2026 in Review

Brookwood Investment Group reduced its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 39% in Q2 2026, selling an estimated $163K and leaving 9,863 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #432.

Brookwood Investment Group first reported a position in USDU in Q1 2026 and has held it in 2 quarters since. The position peaked at $423K in Q1 2026. 19 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

  • Brookwood Investment Group held 9,863 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $264K as of Q2 2026.
  • Brookwood Investment Group sold 6,207 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2026, an estimated $163K.
  • WisdomTree Bloomberg US Dollar Bullish Fund made up 0.03% of Brookwood Investment Group's portfolio in Q2 2026, its #432 holding.
  • Brookwood Investment Group first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2026 and has held it in 2 quarters since.
  • Brookwood Investment Group's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $423K in Q1 2026.
  • 19 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.