Envestnet Asset Management
USDU icon

Envestnet Asset Management’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Envestnet Asset Management’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 		$5.27M Buy
200,116
+87,967
+78% +$2.27M ﹤0.01% 2281
2025
Q4 		$2.89M Buy
112,149
+89,217
+389% +$2.39M ﹤0.01% 2562
2025
Q3 		$605K Sell
22,932
-5,477
-19% -$144K ﹤0.01% 3617
2025
Q2 		$732K Sell
28,409
-218,861
-89% -$5.76M ﹤0.01% 3454
2025
Q1 		$6.74M Sell
247,270
-36,017
-13% -$988K ﹤0.01% 1921
2024
Q4 		$7.84M Sell
283,287
-18,732
-6% -$519K ﹤0.01% 1801
2024
Q3 		$8.01M Sell
302,019
-92,536
-23% -$2.47M ﹤0.01% 1791
2024
Q2 		$10.7M Buy
394,555
+242,952
+160% +$6.47M ﹤0.01% 1510
2024
Q1 		$3.97M Buy
151,603
+104,995
+225% +$2.71M ﹤0.01% 2134
2023
Q4 		$1.17M Buy
46,608
+24,015
+106% +$657K ﹤0.01% 2830
2023
Q3 		$624K Sell
22,593
-264,375
-92% -$7.08M ﹤0.01% 3129
2023
Q2 		$7.61M Sell
286,968
-114,491
-29% -$3M ﹤0.01% 1462
2023
Q1 		$10.5M Sell
401,459
-22,545
-5% -$588K 0.01% 1217
2022
Q4 		$11M Buy
424,004
+204,602
+93% +$5.84M 0.01% 1138
2022
Q3 		$6.53M Buy
219,402
+18,044
+9% +$518K ﹤0.01% 1375
2022
Q2 		$5.62M Sell
201,358
-62,285
-24% -$1.71M ﹤0.01% 1459
2022
Q1 		$6.98M Buy
263,643
+154,179
+141% +$4.05M ﹤0.01% 1419
2021
Q4 		$2.85M Sell
109,464
-11,282
-9% -$294K ﹤0.01% 1937
2021
Q3 		$3.13M Buy
120,746
+86,730
+255% +$2.22M ﹤0.01% 1805
2021
Q2 		$865K Buy
+34,016
New +$858K ﹤0.01% 2635
2019
Q2 		– Sell
-10,357
Closed -$283K – 3081
2019
Q1 		$283K Buy
10,357
+870
+9% +$23.5K ﹤0.01% 2624
2018
Q4 		$257K Buy
+9,487
New +$259K ﹤0.01% 2518
2018
Q3 		– Sell
-6,000
Closed -$160K – 2560
2018
Q2 		$160K Sell
6,000
-232
-4% -$6.03K ﹤0.01% 1773
2018
Q1 		$157K Sell
6,232
-111,903
-95% -$2.82M ﹤0.01% 1724
2017
Q4 		$3.06M Buy
118,135
+14,847
+14% +$387K 0.01% 785
2017
Q3 		$2.67M Buy
103,288
+7,474
+8% +$193K 0.01% 783
2017
Q2 		$2.52M Buy
95,814
+16,986
+22% +$455K 0.01% 822
2017
Q1 		$2.14M Buy
78,828
+3,781
+5% +$104K 0.01% 909
2016
Q4 		$2.1M Buy
75,047
+7,210
+11% +$197K 0.01% 899
2016
Q3 		$1.78M Sell
67,837
-37,984
-36% -$996K 0.01% 1008
2016
Q2 		$2.78M Buy
105,821
+62,944
+147% +$1.65M 0.01% 868
2016
Q1 		$1.13M Sell
42,877
-1,824
-4% -$49.6K ﹤0.01% 1261
2015
Q4 		$1.22M Sell
44,701
-167,295
-79% -$4.79M 0.01% 1188
2015
Q3 		$6.12M Buy
211,996
+102,913
+94% +$2.94M 0.03% 481
2015
Q2 		$3.06M Buy
+109,083
New +$3.06M 0.01% 846

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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

Envestnet Asset Management's USDU Position: Q1 2026 in Review

Envestnet Asset Management increased its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 78% in Q1 2026, buying an estimated $2.27M and bringing the position to 200,116 shares worth $5.27M. The position accounts for ﹤0.01% of the portfolio, ranked #2281.

Envestnet Asset Management first reported a position in USDU in Q2 2015 and has held it in 35 quarters since. The position peaked at $11M in Q4 2022. 67 funds tracked by Wall St. Rank hold USDU as of Q1 2026.

  • Envestnet Asset Management held 200,116 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $5.27M as of Q1 2026.
  • Envestnet Asset Management bought 87,967 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2026, an estimated $2.27M.
  • WisdomTree Bloomberg US Dollar Bullish Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2281 holding.
  • Envestnet Asset Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2015 and has held it in 35 quarters since.
  • Envestnet Asset Management's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $11M in Q4 2022.
  • 67 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.