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COWA LLC’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

COWA LLC’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 		$1.44M Buy
54,578
+5,293
+11% +$137K 0.39% 42
2025
Q4 		$1.27M Buy
49,285
+37,962
+335% +$1.02M 0.39% 41
2025
Q3 		$299K Buy
+11,323
New +$297K 0.1% 121

Other funds holding USDU

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $1.12B AUM 22.08% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

COWA LLC's USDU Position: Q1 2026 in Review

COWA LLC increased its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 11% in Q1 2026, buying an estimated $137K and bringing the position to 54,578 shares worth $1.44M. The position accounts for 0.39% of the portfolio, ranked #42.

COWA LLC first reported a position in USDU in Q3 2025 and has held it in 3 quarters since. 67 funds tracked by Wall St. Rank hold USDU as of Q1 2026.

  • COWA LLC held 54,578 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $1.44M as of Q1 2026.
  • COWA LLC bought 5,293 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2026, an estimated $137K.
  • WisdomTree Bloomberg US Dollar Bullish Fund made up 0.39% of COWA LLC's portfolio in Q1 2026, its #42 holding.
  • COWA LLC first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2025 and has held it in 3 quarters since.
  • 67 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2026.

Based on COWA LLC's 13F filing for Q1 2026, filed 14 May 2026.