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

GenWealth Group’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 		$20.9M Buy
781,534
+22,302
+3% +$584K 3.26% 13
2026
Q1 		$20M Buy
759,232
+178,847
+31% +$4.62M 3.42% 10
2025
Q4 		$15M Sell
580,385
-57,910
-9% -$1.55M 2.56% 13
2025
Q3 		$16.8M Buy
638,295
+48,355
+8% +$1.27M 3.14% 13
2025
Q2 		$15.2M Buy
589,940
+7,357
+1% +$194K 3.07% 12
2025
Q1 		$15.9M Buy
582,583
+23,454
+4% +$643K 3.5% 9
2024
Q4 		$15.5M Buy
559,129
+18,502
+3% +$512K 3.52% 12
2024
Q3 		$14.3M Buy
540,627
+35,111
+7% +$938K 3.3% 12
2024
Q2 		$13.7M Buy
505,516
+4,058
+0.8% +$108K 3.37% 12
2024
Q1 		$13.1M Buy
501,458
+36,741
+8% +$949K 3.31% 12
2023
Q4 		$11.7M Sell
464,717
-8,491
-2% -$232K 3.22% 12
2023
Q3 		$13.1M Buy
473,208
+13,608
+3% +$364K 3.97% 11
2023
Q2 		$12.2M Buy
459,600
+3,358
+0.7% +$88.1K 3.51% 12
2023
Q1 		$11.9M Buy
456,242
+63,080
+16% +$1.64M 3.64% 12
2022
Q4 		$10.2M Buy
393,162
+191,240
+95% +$5.46M 3.35% 12
2022
Q3 		$6.01M Buy
+201,922
New +$5.8M 2.04% 11

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
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
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

GenWealth Group's USDU Position: Q2 2026 in Review

GenWealth Group increased its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 2.9% in Q2 2026, buying an estimated $584K and bringing the position to 781,534 shares worth $20.9M. The position accounts for 3.26% of the portfolio, ranked #13.

GenWealth Group first reported a position in USDU in Q3 2022 and has held it in 16 quarters since. 76 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

  • GenWealth Group held 781,534 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $20.9M as of Q2 2026.
  • GenWealth Group bought 22,302 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2026, an estimated $584K.
  • WisdomTree Bloomberg US Dollar Bullish Fund made up 3.26% of GenWealth Group's portfolio in Q2 2026, its #13 holding.
  • GenWealth Group first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2022 and has held it in 16 quarters since.
  • 76 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on GenWealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.