Cape Investment Advisory’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Cape Investment Advisory’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 Q3	$15.2K	Sell	562 -28	-5%	-$743	﹤0.01%	785
2026 Q2	$15.8K	Buy	+590	New	+$15.5K	﹤0.01%	757
2023 Q2	–	Sell	-120	Closed	-$3.13K	–	981
2023 Q1	$3.13K	Buy	+120	New	+$3.13K	﹤0.01%	762

Other funds holding USDU

BCMIO

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

FIG

FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return

MWM

Moulton Wealth Management Spokane, Washington $148M AUM 13.1% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

LWPC

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Cape Investment Advisory's USDU Position: Q3 2026 in Review

Cape Investment Advisory reduced its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 4.7% in Q3 2026, selling an estimated $743 and leaving 562 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

Cape Investment Advisory first reported a position in USDU in Q1 2023 and has held it in 3 quarters since. The position peaked at $15.8K in Q2 2026. 7 funds tracked by Wall St. Rank hold USDU as of Q3 2026.

Cape Investment Advisory held 562 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $15.2K as of Q3 2026.
Cape Investment Advisory sold 28 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q3 2026, an estimated $743.
WisdomTree Bloomberg US Dollar Bullish Fund made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #785 holding.
Cape Investment Advisory first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2023 and has held it in 3 quarters since.
Cape Investment Advisory's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $15.8K in Q2 2026.
7 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.