Global Retirement Partners’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Global Retirement Partners’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	$144K	Buy	+5,376	New	+$141K	﹤0.01%	1800
2025 Q4	$4.1K	Buy	+159	New	+$4.25K	﹤0.01%	3502
2024 Q4	$3.93K	Buy	142 +4	+3%	+$111	﹤0.01%	2796
2024 Q3	$3.66K	Sell	138 -325	-70%	-$8.68K	﹤0.01%	2701
2024 Q2	$12.5K	Buy	463 +163	+54%	+$4.34K	﹤0.01%	2214
2024 Q1	$7.86K	Buy	300 +5	+2%	+$129	﹤0.01%	2223
2023 Q4	$7.59K	Buy	+295	New	+$8.07K	﹤0.01%	2169

Other funds holding USDU

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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 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 $1.59B AUM 11.62% 1-Year Est. Return

Global Retirement Partners's USDU Position: Q2 2026 in Review

Global Retirement Partners opened a new position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2026: 5,376 shares worth $144K. The stake represents ﹤0.01% of the portfolio and ranks #1800 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in USDU as recently as Q4 2025.

Global Retirement Partners first reported a position in USDU in Q4 2023 and has held it in 7 quarters since. 76 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

Global Retirement Partners held 5,376 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $144K as of Q2 2026.
WisdomTree Bloomberg US Dollar Bullish Fund was a new Global Retirement Partners position in Q2 2026.
WisdomTree Bloomberg US Dollar Bullish Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1800 holding.
Global Retirement Partners first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2023 and has held it in 7 quarters since.
76 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.