CIBC Private Wealth Group
USDU icon

CIBC Private Wealth Group’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

CIBC Private Wealth Group’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
Q4 		$24.7K Buy
956
+580
+154% +$15.5K ﹤0.01% 2096
2025
Q3 		$9.92K Hold
376
– – ﹤0.01% 2389
2025
Q2 		$9.69K Buy
+376
New +$9.89K ﹤0.01% 2267

Other funds holding USDU

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GG
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Private Wealth Group's USDU Position: Q4 2025 in Review

CIBC Private Wealth Group increased its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 154% in Q4 2025, buying an estimated $15.5K and bringing the position to 956 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2096.

CIBC Private Wealth Group first reported a position in USDU in Q2 2025 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold USDU as of Q4 2025.

  • CIBC Private Wealth Group held 956 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $24.7K as of Q4 2025.
  • CIBC Private Wealth Group bought 580 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q4 2025, an estimated $15.5K.
  • WisdomTree Bloomberg US Dollar Bullish Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2096 holding.
  • CIBC Private Wealth Group first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2025 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.