Global Wealth Strategies & Associates’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Global Wealth Strategies & Associates’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	-30	Closed	-$790	–	446
2026 Q1	$790	Hold	30	–	–	﹤0.01%	476
2025 Q4	$774	Hold	30	–	–	﹤0.01%	483
2025 Q3	$792	Hold	30	–	–	﹤0.01%	435
2025 Q2	$773	Hold	30	–	–	﹤0.01%	339
2025 Q1	$818	Hold	30	–	–	﹤0.01%	432
2024 Q4	$830	Hold	30	–	–	﹤0.01%	354
2024 Q3	$796	Hold	30	–	–	﹤0.01%	330
2024 Q2	$813	Hold	30	–	–	﹤0.01%	296
2024 Q1	$786	Sell	30 -48	-62%	-$1.24K	﹤0.01%	317
2023 Q4	$1.96K	Sell	78 -84	-52%	-$2.3K	﹤0.01%	256
2023 Q3	$4.47K	Sell	162 -30	-16%	-$803	﹤0.01%	209
2023 Q2	$5.09K	Hold	192	–	–	﹤0.01%	205
2023 Q1	$5K	Sell	192 -156,873	-100%	-$4.09M	﹤0.01%	209
2022 Q4	$4.09M	Buy	+157,065	New	+$4.48M	2.37%	14

Other funds holding USDU

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FGA

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

SPFA

Summit Place Financial Advisors Summit, New Jersey $228M AUM 26.15% 1-Year Est. Return

MWM

Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

EMAM

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

Global Wealth Strategies & Associates's USDU Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2026, closing a stake of 30 shares — an estimated $790 sold.

Global Wealth Strategies & Associates first reported a position in USDU in Q4 2022 and held it in 14 quarters. The position peaked at $4.09M in Q4 2022. 42 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 30 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2026, an estimated $790.
Global Wealth Strategies & Associates first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2022 and held it in 14 quarters.
Global Wealth Strategies & Associates's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $4.09M in Q4 2022.
42 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.