Commonwealth Equity Services’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Commonwealth Equity Services’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	–	Sell	-583,151	Closed	-$15M	–	4462
2025 Q4	$15M	Buy	+583,151	New	+$15.6M	0.02%	691
2023 Q1	–	Sell	-21,988	Closed	-$572K	–	3864
2022 Q4	$572K	Sell	21,988 -4,226	-16%	-$121K	﹤0.01%	2361
2022 Q3	$780K	Buy	+26,214	New	+$752K	﹤0.01%	2081

Other funds holding USDU

AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $1.8B AUM 22.23% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

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

EMAM

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 $1.38B AUM 28.41% 1-Year Est. Return

AFP

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

Commonwealth Equity Services's USDU Position: Q1 2026 in Review

Commonwealth Equity Services sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2026, closing a stake of 583,151 shares — an estimated $15M sold.

Commonwealth Equity Services first reported a position in USDU in Q3 2022 and held it in 3 quarters. The position peaked at $15M in Q4 2025. 67 funds tracked by Wall St. Rank hold USDU as of Q1 2026.

Commonwealth Equity Services reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2026 after selling out during the quarter.
Commonwealth Equity Services sold 583,151 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2026, an estimated $15M.
Commonwealth Equity Services first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2022 and held it in 3 quarters.
Commonwealth Equity Services's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $15M in Q4 2025.
67 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.