Continuum Advisory’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Continuum Advisory’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	$3.02K	Buy	+113	New	+$2.96K	﹤0.01%	1623
2025 Q1	–	Sell	-2,109	Closed	-$58.3K	–	1938
2024 Q4	$58.3K	Buy	+2,109	New	+$58.4K	0.01%	626
2022 Q4	–	Sell	-9,112	Closed	-$271K	–	436
2022 Q3	$271K	Buy	+9,112	New	+$262K	0.05%	333
2022 Q2	–	Sell	-23,398	Closed	-$644K	–	421
2022 Q1	$644K	Buy	+23,398	New	+$615K	0.12%	206

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

Continuum Advisory's USDU Position: Q2 2026 in Review

Continuum Advisory opened a new position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2026: 113 shares worth $3.02K. The stake represents ﹤0.01% of the portfolio and ranks #1623 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in USDU as recently as Q4 2024.

Continuum Advisory first reported a position in USDU in Q1 2022 and has held it in 4 quarters since. The position peaked at $644K in Q1 2022. 76 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

Continuum Advisory held 113 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $3.02K as of Q2 2026.
WisdomTree Bloomberg US Dollar Bullish Fund was a new Continuum Advisory position in Q2 2026.
WisdomTree Bloomberg US Dollar Bullish Fund made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1623 holding.
Continuum Advisory first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2022 and has held it in 4 quarters since.
Continuum Advisory's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $644K in Q1 2022.
76 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.