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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
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Retirement Partners's USDU Position: Q4 2025 in Review

Global Retirement Partners opened a new position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q4 2025: 159 shares worth $4.1K. The stake represents ﹤0.01% of the portfolio and ranks #3502 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in USDU as recently as Q4 2024.

Global Retirement Partners first reported a position in USDU in Q4 2023 and has held it in 6 quarters since. The position peaked at $12.5K in Q2 2024. 49 funds tracked by Wall St. Rank hold USDU as of Q4 2025.

  • Global Retirement Partners held 159 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $4.1K as of Q4 2025.
  • WisdomTree Bloomberg US Dollar Bullish Fund was a new Global Retirement Partners position in Q4 2025.
  • WisdomTree Bloomberg US Dollar Bullish Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3502 holding.
  • Global Retirement Partners first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2023 and has held it in 6 quarters since.
  • Global Retirement Partners's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $12.5K in Q2 2024.
  • 49 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.