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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
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 $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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Empowered Funds's USDU Position: Q1 2026 in Review

Empowered Funds opened a new position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2026: 512,482 shares worth $13.5M. The stake represents 0.09% of the portfolio and ranks #257 among its holdings. This is a return to the name: Empowered Funds previously reported a position in USDU as recently as Q1 2025.

Empowered Funds first reported a position in USDU in Q4 2024 and has held it in 3 quarters since. 67 funds tracked by Wall St. Rank hold USDU as of Q1 2026.

  • Empowered Funds held 512,482 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $13.5M as of Q1 2026.
  • WisdomTree Bloomberg US Dollar Bullish Fund was a new Empowered Funds position in Q1 2026.
  • WisdomTree Bloomberg US Dollar Bullish Fund made up 0.09% of Empowered Funds's portfolio in Q1 2026, its #257 holding.
  • Empowered Funds first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2024 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 Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.