Farther Finance Advisors’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Farther Finance Advisors’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	-51,650	Closed	-$1.36M	–	6116
2026 Q1	$1.36M	Sell	51,650 -96,913	-65%	-$2.5M	0.01%	819
2025 Q4	$3.83M	Buy	+148,563	New	+$3.98M	0.04%	376
2025 Q2	–	Sell	-49,577	Closed	-$1.35M	–	4662
2025 Q1	$1.35M	Buy	+49,577	New	+$1.36M	0.03%	405
2024 Q4	–	Sell	-125	Closed	-$3.32K	–	4151
2024 Q3	$3.32K	Hold	125	–	–	﹤0.01%	2807
2024 Q2	$3.4K	Hold	125	–	–	﹤0.01%	2568
2024 Q1	$3.29K	Hold	125	–	–	﹤0.01%	2270
2023 Q4	$3.14K	Hold	125	–	–	﹤0.01%	2215
2023 Q3	$3.45K	Hold	125	–	–	﹤0.01%	1646
2023 Q2	$3.31K	Buy	+125	New	+$3.28K	﹤0.01%	1575

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

Farther Finance Advisors's USDU Position: Q2 2026 in Review

Farther Finance Advisors sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2026, closing a stake of 51,650 shares — an estimated $1.36M sold.

Farther Finance Advisors first reported a position in USDU in Q2 2023 and held it in 9 quarters. The position peaked at $3.83M in Q4 2025. 75 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

Farther Finance Advisors reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q2 2026 after selling out during the quarter.
Farther Finance Advisors sold 51,650 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2026, an estimated $1.36M.
Farther Finance Advisors first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2023 and held it in 9 quarters.
Farther Finance Advisors's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $3.83M in Q4 2025.
75 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.