Cetera Investment Advisers’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Cetera Investment Advisers’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 Q1	$3M	Buy	+114,123	New	+$2.95M	﹤0.01%	1903
2025 Q1	–	Sell	-32,959	Closed	-$912K	–	4074
2024 Q4	$912K	Sell	32,959 -183,106	-85%	-$5.07M	﹤0.01%	2220
2024 Q3	$5.73M	Sell	216,065 -20,071	-8%	-$536K	0.01%	944
2024 Q2	$6.4M	Sell	236,136 -1,128	-0.5%	-$30K	0.01%	867
2024 Q1	$6.22M	Buy	+237,264	New	+$6.13M	0.01%	874
2023 Q4	–	Sell	-15,519	Closed	-$429K	–	2355
2023 Q3	$429K	Buy	+15,519	New	+$416K	﹤0.01%	1506

Other funds holding USDU

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EMAM

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RFA

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

AIM

Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Cetera Investment Advisers's USDU Position: Q1 2026 in Review

Cetera Investment Advisers opened a new position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2026: 114,123 shares worth $3M. The stake represents ﹤0.01% of the portfolio and ranks #1903 among its holdings. This is a return to the name: Cetera Investment Advisers previously reported a position in USDU as recently as Q4 2024.

Cetera Investment Advisers first reported a position in USDU in Q3 2023 and has held it in 6 quarters since. The position peaked at $6.4M in Q2 2024. 67 funds tracked by Wall St. Rank hold USDU as of Q1 2026.

Cetera Investment Advisers held 114,123 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $3M as of Q1 2026.
WisdomTree Bloomberg US Dollar Bullish Fund was a new Cetera Investment Advisers position in Q1 2026.
WisdomTree Bloomberg US Dollar Bullish Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1903 holding.
Cetera Investment Advisers first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2023 and has held it in 6 quarters since.
Cetera Investment Advisers's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $6.4M in Q2 2024.
67 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.