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

GeoWealth 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 		– Sell
-38,149
Closed -$1M – 949
2026
Q1 		$1M Buy
+38,149
New +$986K 0.04% 285
2024
Q3 		– Sell
-15,681
Closed -$425K – 1727
2024
Q2 		$425K Buy
+15,681
New +$417K 0.02% 472
2022
Q3 		– Sell
-3,546
Closed -$98K – 375
2022
Q2 		$98K Buy
+3,546
New +$97.3K 0.01% 267

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

GeoWealth Management's USDU Position: Q2 2026 in Review

GeoWealth Management sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2026, closing a stake of 38,149 shares — an estimated $1M sold.

GeoWealth Management first reported a position in USDU in Q2 2022 and held it in 3 quarters. The position peaked at $1M in Q1 2026. 76 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

  • GeoWealth Management reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q2 2026 after selling out during the quarter.
  • GeoWealth Management sold 38,149 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2026, an estimated $1M.
  • GeoWealth Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2022 and held it in 3 quarters.
  • GeoWealth Management's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $1M in Q1 2026.
  • 76 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.