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 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 Concord, California $49B AUM 17.78% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

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

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Reyes Financial Architecture San Diego, California $122M AUM 28.04% 1-Year Est. Return

Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return