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 Q2	$4.1M	Buy	153,319 +39,196	+34%	+$1.03M	﹤0.01%	1770
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 $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Cetera Investment Advisers's USDU Position: Q2 2026 in Review

Cetera Investment Advisers increased its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 34% in Q2 2026, buying an estimated $1.03M and bringing the position to 153,319 shares worth $4.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1770.

Cetera Investment Advisers first reported a position in USDU in Q3 2023 and has held it in 7 quarters since. The position peaked at $6.4M in Q2 2024. 76 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

Cetera Investment Advisers held 153,319 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $4.1M as of Q2 2026.
Cetera Investment Advisers bought 39,196 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2026, an estimated $1.03M.
WisdomTree Bloomberg US Dollar Bullish Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1770 holding.
Cetera Investment Advisers first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2023 and has held it in 7 quarters since.
Cetera Investment Advisers's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $6.4M in Q2 2024.
76 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.