Harbour Investments’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Harbour Investments’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	$15.1K	Sell	574 -37	-6%	-$956	﹤0.01%	3046
2025 Q4	$15.8K	Buy	611 +64	+12%	+$1.71K	﹤0.01%	2530
2025 Q3	$14.4K	Hold	547	–	–	﹤0.01%	2508
2025 Q2	$14.1K	Hold	547	–	–	﹤0.01%	2393
2025 Q1	$14.9K	Buy	+547	New	+$15K	﹤0.01%	2329
2024 Q2	–	Sell	-140	Closed	-$3.67K	–	3375
2024 Q1	$3.67K	Sell	140 -306	-69%	-$7.91K	﹤0.01%	2603
2023 Q4	$11.2K	Buy	+446	New	+$12.2K	﹤0.01%	2102

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

Harbour Investments's USDU Position: Q1 2026 in Review

Harbour Investments reduced its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 6.1% in Q1 2026, selling an estimated $956 and leaving 574 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3046.

Harbour Investments first reported a position in USDU in Q4 2023 and has held it in 7 quarters since. The position peaked at $15.8K in Q4 2025. 67 funds tracked by Wall St. Rank hold USDU as of Q1 2026.

Harbour Investments held 574 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $15.1K as of Q1 2026.
Harbour Investments sold 37 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2026, an estimated $956.
WisdomTree Bloomberg US Dollar Bullish Fund made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3046 holding.
Harbour Investments first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2023 and has held it in 7 quarters since.
Harbour Investments's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $15.8K in Q4 2025.
67 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.