Cambridge Investment Research Advisors’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Cambridge Investment Research Advisors’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	$350K	Buy	+13,075	New	+$342K	﹤0.01%	3309
2025 Q4	–	Sell	-9,623	Closed	-$254K	–	3967
2025 Q3	$254K	Sell	9,623 -3,052	-24%	-$80.1K	﹤0.01%	3269
2025 Q2	$327K	Sell	12,675 -422	-3%	-$11.1K	﹤0.01%	2904
2025 Q1	$357K	Sell	13,097 -85,195	-87%	-$2.34M	﹤0.01%	2723
2024 Q4	$2.72M	Buy	+98,292	New	+$2.72M	0.01%	1149
2024 Q1	–	Sell	-15,924	Closed	-$400K	–	3400
2023 Q4	$400K	Buy	+15,924	New	+$436K	﹤0.01%	2374
2023 Q1	–	Sell	-101,011	Closed	-$2.63M	–	3258
2022 Q4	$2.63M	Buy	101,011 +52,899	+110%	+$1.51M	0.01%	932
2022 Q3	$1.43M	Buy	+48,112	New	+$1.38M	0.01%	1247

Other funds holding USDU

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

SPFA

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

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

LWPC

Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM

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

Cambridge Investment Research Advisors's USDU Position: Q2 2026 in Review

Cambridge Investment Research Advisors opened a new position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2026: 13,075 shares worth $350K. The stake represents ﹤0.01% of the portfolio and ranks #3309 among its holdings. This is a return to the name: Cambridge Investment Research Advisors previously reported a position in USDU as recently as Q3 2025.

Cambridge Investment Research Advisors first reported a position in USDU in Q3 2022 and has held it in 8 quarters since. The position peaked at $2.72M in Q4 2024. 29 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

Cambridge Investment Research Advisors held 13,075 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $350K as of Q2 2026.
WisdomTree Bloomberg US Dollar Bullish Fund was a new Cambridge Investment Research Advisors position in Q2 2026.
WisdomTree Bloomberg US Dollar Bullish Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3309 holding.
Cambridge Investment Research Advisors first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2022 and has held it in 8 quarters since.
Cambridge Investment Research Advisors's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $2.72M in Q4 2024.
29 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.