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FWL Investment Management’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

FWL Investment Management’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 		$73.5K Buy
+2,746
New +$71.9K 0.01% 173

Other funds holding USDU

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
Morgan Stanley
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
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

FWL Investment Management's USDU Position: Q2 2026 in Review

FWL Investment Management opened a new position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2026: 2,746 shares worth $73.5K. The stake represents 0.01% of the portfolio and ranks #173 among its holdings.

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

  • FWL Investment Management held 2,746 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $73.5K as of Q2 2026.
  • WisdomTree Bloomberg US Dollar Bullish Fund was a new FWL Investment Management position in Q2 2026.
  • WisdomTree Bloomberg US Dollar Bullish Fund made up 0.01% of FWL Investment Management's portfolio in Q2 2026, its #173 holding.
  • 75 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.