Buck Wealth Strategies’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Buck Wealth Strategies’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	$5.72K	Buy	+214	New	+$5.6K	﹤0.01%	701
2023 Q4	–	Sell	-312	Closed	-$8.62K	–	316
2023 Q3	$8.62K	Hold	312	–	–	﹤0.01%	206
2023 Q2	$8.27K	Sell	312 -27	-8%	-$709	﹤0.01%	159
2023 Q1	$8.84K	Buy	+339	New	+$8.84K	﹤0.01%	112

Other funds holding USDU

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 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

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Buck Wealth Strategies's USDU Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2026: 214 shares worth $5.72K. The stake represents ﹤0.01% of the portfolio and ranks #701 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in USDU as recently as Q3 2023.

Buck Wealth Strategies first reported a position in USDU in Q1 2023 and has held it in 4 quarters since. The position peaked at $8.84K in Q1 2023. 76 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

Buck Wealth Strategies held 214 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $5.72K as of Q2 2026.
WisdomTree Bloomberg US Dollar Bullish Fund was a new Buck Wealth Strategies position in Q2 2026.
WisdomTree Bloomberg US Dollar Bullish Fund made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #701 holding.
Buck Wealth Strategies first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2023 and has held it in 4 quarters since.
Buck Wealth Strategies's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $8.84K in Q1 2023.
76 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.