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 Q2	$17.4K	Buy	652 +78	+14%	+$2.04K	﹤0.01%	3037
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 $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

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

Harbour Investments's USDU Position: Q2 2026 in Review

Harbour Investments increased its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 14% in Q2 2026, buying an estimated $2.04K and bringing the position to 652 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3037.

Harbour Investments first reported a position in USDU in Q4 2023 and has held it in 8 quarters since. 76 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

Harbour Investments held 652 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $17.4K as of Q2 2026.
Harbour Investments bought 78 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2026, an estimated $2.04K.
WisdomTree Bloomberg US Dollar Bullish Fund made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3037 holding.
Harbour Investments first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2023 and has held it in 8 quarters since.
76 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.