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Heritage Oak Wealth Advisors’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Heritage Oak Wealth Advisors’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
Q3 		– Sell
-17,747
Closed -$457K – 89
2025
Q2 		$457K Buy
+17,747
New +$467K 0.18% 50

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OPCM
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TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return

Heritage Oak Wealth Advisors's USDU Position: Q3 2025 in Review

Heritage Oak Wealth Advisors sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q3 2025, closing a stake of 17,747 shares — an estimated $457K sold.

Heritage Oak Wealth Advisors first reported a position in USDU in Q2 2025 and held it in 1 quarter. The position peaked at $457K in Q2 2025. 42 funds tracked by Wall St. Rank hold USDU as of Q3 2025.

  • Heritage Oak Wealth Advisors reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q3 2025 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 17,747 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q3 2025, an estimated $457K.
  • Heritage Oak Wealth Advisors first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2025 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $457K in Q2 2025.
  • 42 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2025.

Based on Heritage Oak Wealth Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.