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

Hanlon Investment 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	$928K	Buy	+35,261	New	+$911K	0.51%	57
2024 Q3	–	Sell	-12,972	Closed	-$351K	–	190
2024 Q2	$351K	Buy	+12,972	New	+$345K	0.1%	119

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

OPCM

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

EMAM

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

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

RFA

Reyes Financial Architecture San Diego, California $179M AUM 31.17% 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

Hanlon Investment Management's USDU Position: Q1 2026 in Review

Hanlon Investment Management opened a new position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2026: 35,261 shares worth $928K. The stake represents 0.51% of the portfolio and ranks #57 among its holdings. This is a return to the name: Hanlon Investment Management previously reported a position in USDU as recently as Q2 2024.

Hanlon Investment Management first reported a position in USDU in Q2 2024 and has held it in 2 quarters since. 67 funds tracked by Wall St. Rank hold USDU as of Q1 2026.

Hanlon Investment Management held 35,261 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $928K as of Q1 2026.
WisdomTree Bloomberg US Dollar Bullish Fund was a new Hanlon Investment Management position in Q1 2026.
WisdomTree Bloomberg US Dollar Bullish Fund made up 0.51% of Hanlon Investment Management's portfolio in Q1 2026, its #57 holding.
Hanlon Investment Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2024 and has held it in 2 quarters since.
67 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2026.

Based on Hanlon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.