Equitable Holdings’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Equitable Holdings’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	$1.24M	Buy	+46,445	New	+$1.22M	0.01%	920

Other funds holding USDU

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

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 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

Equitable Holdings's USDU Position: Q2 2026 in Review

Equitable Holdings opened a new position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2026: 46,445 shares worth $1.24M. The stake represents 0.01% of the portfolio and ranks #920 among its holdings.

75 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

Equitable Holdings held 46,445 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $1.24M as of Q2 2026.
WisdomTree Bloomberg US Dollar Bullish Fund was a new Equitable Holdings position in Q2 2026.
WisdomTree Bloomberg US Dollar Bullish Fund made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #920 holding.
75 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.