EF
USDU icon

Empowered Funds’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Empowered Funds’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 		– Sell
-512,482
Closed -$13.5M – 2294
2026
Q1 		$13.5M Buy
+512,482
New +$13.2M 0.09% 257
2025
Q2 		– Sell
-201,419
Closed -$5.49M – 1857
2025
Q1 		$5.49M Buy
201,419
+68,037
+51% +$1.87M 0.08% 356
2024
Q4 		$3.69M Buy
+133,382
New +$3.69M 0.05% 475

Other funds holding USDU

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
Morgan Stanley
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
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

Empowered Funds's USDU Position: Q2 2026 in Review

Empowered Funds sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2026, closing a stake of 512,482 shares — an estimated $13.5M sold.

Empowered Funds first reported a position in USDU in Q4 2024 and held it in 3 quarters. The position peaked at $13.5M in Q1 2026. 76 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

  • Empowered Funds reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q2 2026 after selling out during the quarter.
  • Empowered Funds sold 512,482 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2026, an estimated $13.5M.
  • Empowered Funds first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2024 and held it in 3 quarters.
  • Empowered Funds's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $13.5M in Q1 2026.
  • 76 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.