Fidelity Investments’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Fidelity Investments’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	–	Sell	-17	Closed	-$439	–	5571
2025 Q4	$439	Buy	+17	New	+$455	﹤0.01%	5167
2025 Q1	–	Sell	-1	Closed	-$28	–	5694
2024 Q4	$28	Buy	+1	New	+$28	﹤0.01%	5302
2024 Q1	–	Sell	-111	Closed	-$2.79K	–	5730
2023 Q4	$2.79K	Buy	+111	New	+$3.04K	﹤0.01%	4586
2023 Q1	–	Sell	-398	Closed	-$10.4K	–	5536
2022 Q4	$10.4K	Buy	+398	New	+$11.4K	﹤0.01%	4001
2021 Q2	–	Sell	-1	Closed	–	–	4904
2021 Q1	$0	Hold	1	–	–	﹤0.01%	4555
2020 Q4	$0	Buy	+1	New	+$26	﹤0.01%	4300
2019 Q1	–	Sell	-30	Closed	-$1K	–	4231
2018 Q4	$1K	Buy	+30	New	+$818	﹤0.01%	3429

Other funds holding USDU

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

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 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

Fidelity Investments's USDU Position: Q1 2026 in Review

Fidelity Investments sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2026, closing a stake of 17 shares — an estimated $439 sold.

Fidelity Investments first reported a position in USDU in Q4 2018 and held it in 7 quarters. The position peaked at $10.4K in Q4 2022. 67 funds tracked by Wall St. Rank hold USDU as of Q1 2026.

Fidelity Investments reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2026 after selling out during the quarter.
Fidelity Investments sold 17 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2026, an estimated $439.
Fidelity Investments first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2018 and held it in 7 quarters.
Fidelity Investments's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $10.4K in Q4 2022.
67 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.