Citadel Advisors’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Citadel Advisors’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	$1.34M	Buy	50,000 +14,400	+40%	+$377K	﹤0.01%	7489
2026 Q1	$937K	Buy	+35,600	New	+$920K	﹤0.01%	7803
2025 Q4	–	Sell	-9,800	Closed	-$259K	–	14136
2025 Q3	$259K	Sell	9,800 -26,100	-73%	-$685K	﹤0.01%	10684
2025 Q2	$925K	Buy	35,900 +6,800	+23%	+$179K	﹤0.01%	7275
2025 Q1	$793K	Buy	29,100 +18,300	+169%	+$502K	﹤0.01%	7463
2024 Q4	$299K	Sell	10,800 -2,700	-20%	-$74.8K	﹤0.01%	9657
2024 Q3	$358K	Buy	+13,500	New	+$360K	﹤0.01%	8939
2024 Q1	–	Sell	-153,800	Closed	-$3.86M	–	15471
2023 Q4	$3.86M	Buy	+153,800	New	+$4.21M	﹤0.01%	4184

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

Citadel Advisors's USDU Position: Q2 2026 in Review

Citadel Advisors reduced its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 72% in Q2 2026, selling an estimated $1.42M and leaving 20,557 shares worth $550K. The position accounts for ﹤0.01% of the portfolio, ranked #9617.

Citadel Advisors first reported a position in USDU in Q3 2018 and has held it in 15 quarters since. The position peaked at $2.84M in Q4 2025. 76 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

Citadel Advisors held 20,557 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $550K as of Q2 2026.
Citadel Advisors sold 54,088 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2026, an estimated $1.42M.
WisdomTree Bloomberg US Dollar Bullish Fund made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #9617 holding.
Citadel Advisors first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2018 and has held it in 15 quarters since.
Citadel Advisors's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $2.84M in Q4 2025.
76 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.