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HBW Advisory Services’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

HBW Advisory Services’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
Q1 		– Sell
-14,824
Closed -$410K – 425
2024
Q4 		$410K Buy
+14,824
New +$411K 0.04% 235
2024
Q3 		– Sell
-6,732
Closed -$182K – 393
2024
Q2 		$182K Buy
+6,732
New +$179K 0.03% 325
2023
Q4 		– Sell
-7,454
Closed -$206K – 330
2023
Q3 		$206K Buy
+7,454
New +$200K 0.04% 264
2022
Q4 		– Sell
-44,522
Closed -$1.33M – 276
2022
Q3 		$1.33M Sell
44,522
-6,065
-12% -$174K 0.37% 76
2022
Q2 		$1.41M Buy
+50,587
New +$1.39M 0.36% 75
2022
Q1 		– Sell
-36,543
Closed -$952K – 274
2021
Q4 		$952K Buy
+36,543
New +$953K 0.22% 112

Other funds holding USDU

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $228M AUM 26.15% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

HBW Advisory Services's USDU Position: Q1 2025 in Review

HBW Advisory Services sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2025, closing a stake of 14,824 shares — an estimated $410K sold.

HBW Advisory Services first reported a position in USDU in Q4 2021 and held it in 6 quarters. The position peaked at $1.41M in Q2 2022. 57 funds tracked by Wall St. Rank hold USDU as of Q1 2025.

  • HBW Advisory Services reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2025 after selling out during the quarter.
  • HBW Advisory Services sold 14,824 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2025, an estimated $410K.
  • HBW Advisory Services first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2021 and held it in 6 quarters.
  • HBW Advisory Services's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $1.41M in Q2 2022.
  • 57 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2025.

Based on HBW Advisory Services's 13F filing for Q1 2025, filed 9 Apr 2025.