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

Defined Financial Planning’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
2025
Q3 		– Sell
-9,381
Closed -$246K – 74
2025
Q2 		$246K Sell
9,381
-5,786
-38% -$152K 0.22% 62
2025
Q1 		$412K Buy
15,167
+723
+5% +$19.8K 0.42% 34
2024
Q4 		$400K Buy
+14,444
New +$400K 0.43% 36

Other funds holding USDU

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
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return

Defined Financial Planning's USDU Position: Q3 2025 in Review

Defined Financial Planning sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q3 2025, closing a stake of 9,381 shares — an estimated $246K sold.

Defined Financial Planning first reported a position in USDU in Q4 2024 and held it in 3 quarters. The position peaked at $412K in Q1 2025. 42 funds tracked by Wall St. Rank hold USDU as of Q3 2025.

  • Defined Financial Planning reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q3 2025 after selling out during the quarter.
  • Defined Financial Planning sold 9,381 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q3 2025, an estimated $246K.
  • Defined Financial Planning first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2024 and held it in 3 quarters.
  • Defined Financial Planning's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $412K in Q1 2025.
  • 42 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.