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

Capital Investment Advisory Services’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 		$31.9K Buy
1,191
+281
+31% +$7.36K ﹤0.01% 1019
2026
Q1 		$24K Buy
+910
New +$23.5K ﹤0.01% 974
2025
Q2 		– Sell
-328
Closed -$8.94K – 1090
2025
Q1 		$8.94K Buy
+328
New +$8.99K ﹤0.01% 883

Other funds holding USDU

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
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
AI
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
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

Capital Investment Advisory Services's USDU Position: Q2 2026 in Review

Capital Investment Advisory Services increased its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 31% in Q2 2026, buying an estimated $7.36K and bringing the position to 1,191 shares worth $31.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

Capital Investment Advisory Services first reported a position in USDU in Q1 2025 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

  • Capital Investment Advisory Services held 1,191 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $31.9K as of Q2 2026.
  • Capital Investment Advisory Services bought 281 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2026, an estimated $7.36K.
  • WisdomTree Bloomberg US Dollar Bullish Fund made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1019 holding.
  • Capital Investment Advisory Services first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2025 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

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