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Fortis Group Advisors’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Fortis Group 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 		$7.96M Buy
+297,428
New +$7.79M 1.27% 17
2025
Q4 		– Sell
-136,304
Closed -$3.68M – 599
2025
Q3 		$3.68M Buy
+136,304
New +$3.58M 0.63% 43

Other funds holding USDU

GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
SFG
Sovereign Financial Group Stamford, Connecticut $654M AUM 32.34% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return
WA
Waystone Advisors Redmond, Washington $134M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Fortis Group Advisors's USDU Position: Q2 2026 in Review

Fortis Group Advisors opened a new position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2026: 297,428 shares worth $7.96M. The stake represents 1.27% of the portfolio and ranks #17 among its holdings. This is a return to the name: Fortis Group Advisors previously reported a position in USDU as recently as Q3 2025.

Fortis Group Advisors first reported a position in USDU in Q3 2025 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

  • Fortis Group Advisors held 297,428 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $7.96M as of Q2 2026.
  • WisdomTree Bloomberg US Dollar Bullish Fund was a new Fortis Group Advisors position in Q2 2026.
  • WisdomTree Bloomberg US Dollar Bullish Fund made up 1.27% of Fortis Group Advisors's portfolio in Q2 2026, its #17 holding.
  • Fortis Group Advisors first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2025 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.