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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
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

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
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
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

Cape Investment Advisory's USDU Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2026: 590 shares worth $15.8K. The stake represents ﹤0.01% of the portfolio and ranks #757 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in USDU as recently as Q1 2023.

Cape Investment Advisory first reported a position in USDU in Q1 2023 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

  • Cape Investment Advisory held 590 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $15.8K as of Q2 2026.
  • WisdomTree Bloomberg US Dollar Bullish Fund was a new Cape Investment Advisory position in Q2 2026.
  • WisdomTree Bloomberg US Dollar Bullish Fund made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #757 holding.
  • Cape Investment Advisory first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2023 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

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