Flagship Harbor Advisors’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Flagship Harbor 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 Q1	–	Sell	-1,776	Closed	-$45.8K	–	2116
2025 Q4	$45.8K	Buy	+1,776	New	+$47.5K	﹤0.01%	1094
2024 Q4	–	Sell	-1,617,224	Closed	-$42.9M	–	791
2024 Q3	$42.9M	Buy	1,617,224 +1,608,745	+18,973%	+$43M	2.36%	5
2024 Q2	$230K	Buy	+8,479	New	+$226K	0.01%	618
2024 Q1	–	Sell	-23,079	Closed	-$580K	–	716
2023 Q4	$580K	Buy	+23,079	New	+$632K	0.04%	331

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

Flagship Harbor Advisors's USDU Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2026, closing a stake of 1,776 shares — an estimated $45.8K sold.

Flagship Harbor Advisors first reported a position in USDU in Q4 2023 and held it in 4 quarters. The position peaked at $42.9M in Q3 2024. 67 funds tracked by Wall St. Rank hold USDU as of Q1 2026.

Flagship Harbor Advisors reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2026 after selling out during the quarter.
Flagship Harbor Advisors sold 1,776 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2026, an estimated $45.8K.
Flagship Harbor Advisors first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2023 and held it in 4 quarters.
Flagship Harbor Advisors's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $42.9M in Q3 2024.
67 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.