Defined Financial Planning’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$246K Sell
9,381
-5,786
-38% -$152K 0.22% 62
2025
Q1
$412K Buy
15,167
+723
+5% +$19.6K 0.42% 34
2024
Q4
$400K Buy
+14,444
New +$400K 0.43% 36