Cerity Partners
USDU icon

Cerity Partners’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Cerity Partners’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
Q1 		– Sell
-25,324
Closed -$700K – 2632
2024
Q4 		$700K Buy
+25,324
New +$701K ﹤0.01% 1581

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Cerity Partners's USDU Position: Q1 2025 in Review

Cerity Partners sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2025, closing a stake of 25,324 shares — an estimated $700K sold.

Cerity Partners first reported a position in USDU in Q4 2024 and held it in 1 quarter. The position peaked at $700K in Q4 2024. 57 funds tracked by Wall St. Rank hold USDU as of Q1 2025.

  • Cerity Partners reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2025 after selling out during the quarter.
  • Cerity Partners sold 25,324 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2025, an estimated $700K.
  • Cerity Partners first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2024 and held it in 1 quarter.
  • Cerity Partners's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $700K in Q4 2024.
  • 57 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2025.

Based on Cerity Partners's 13F filing for Q1 2025, filed 30 Apr 2025.