Bullock Wealth Management’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Bullock Wealth 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 Q2	–	Sell	-101	Closed	-$2.74K	–	616
2025 Q1	$2.74K	Hold	101	–	–	﹤0.01%	478
2024 Q4	$2.79K	Hold	101	–	–	﹤0.01%	483
2024 Q3	$2.68K	Hold	101	–	–	﹤0.01%	474
2024 Q2	$2.74K	Hold	101	–	–	﹤0.01%	451
2024 Q1	$2.65K	Buy	+101	New	+$2.61K	﹤0.01%	463

Other funds holding USDU

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SPFA

Summit Place Financial Advisors Summit, New Jersey $228M AUM 26.15% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

Bullock Wealth Management's USDU Position: Q2 2025 in Review

Bullock Wealth Management sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2025, closing a stake of 101 shares — an estimated $2.74K sold.

Bullock Wealth Management first reported a position in USDU in Q1 2024 and held it in 5 quarters. The position peaked at $2.79K in Q4 2024. 54 funds tracked by Wall St. Rank hold USDU as of Q2 2025.

Bullock Wealth Management reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q2 2025 after selling out during the quarter.
Bullock Wealth Management sold 101 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2025, an estimated $2.74K.
Bullock Wealth Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2024 and held it in 5 quarters.
Bullock Wealth Management's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $2.79K in Q4 2024.
54 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2025.

Based on Bullock Wealth Management's 13F filing for Q2 2025, filed 24 Sep 2026.