HighTower Advisors
USDU icon

HighTower Advisors’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

HighTower 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
2026
Q1 		$8.04M Buy
305,315
+180,346
+144% +$4.66M 0.01% 977
2025
Q4 		$3.22M Buy
124,969
+14,318
+13% +$383K ﹤0.01% 1411
2025
Q3 		$2.92M Sell
110,651
-59,760
-35% -$1.57M ﹤0.01% 1424
2025
Q2 		$4.39M Buy
170,411
+119,085
+232% +$3.13M 0.01% 1141
2025
Q1 		$1.4M Sell
51,326
-172,585
-77% -$4.73M ﹤0.01% 1742
2024
Q4 		$6.19M Buy
223,911
+173,028
+340% +$4.79M 0.01% 962
2024
Q3 		$1.35M Sell
50,883
-165,610
-76% -$4.42M ﹤0.01% 1741
2024
Q2 		$5.86M Buy
216,493
+172,441
+391% +$4.59M 0.01% 944
2024
Q1 		$1.15M Sell
44,052
-3,419
-7% -$88.3K ﹤0.01% 1730
2023
Q4 		$1.19M Sell
47,471
-754,665
-94% -$20.7M ﹤0.01% 1753
2023
Q3 		$22.2M Buy
802,136
+719,159
+867% +$19.3M 0.04% 412
2023
Q2 		$2.2M Buy
82,977
+27,761
+50% +$729K ﹤0.01% 1307
2023
Q1 		$1.42M Sell
55,216
-6,989
-11% -$182K ﹤0.01% 1483
2022
Q4 		$1.6M Sell
62,205
-276,030
-82% -$7.88M ﹤0.01% 1402
2022
Q3 		$10.1M Sell
338,235
-310,944
-48% -$8.93M 0.03% 570
2022
Q2 		$18.1M Buy
649,179
+199,336
+44% +$5.47M 0.05% 370
2022
Q1 		$11.9M Sell
449,843
-12,664
-3% -$333K 0.03% 551
2021
Q4 		$12M Sell
462,507
-39,389
-8% -$1.03M 0.03% 538
2021
Q3 		$13M Buy
501,896
+14,389
+3% +$368K 0.03% 441
2021
Q2 		$12.4M Sell
487,507
-5,435
-1% -$137K 0.04% 447
2021
Q1 		$12.7M Buy
+492,942
New +$12.5M 0.04% 411
2020
Q4 		– Sell
-506,196
Closed -$13.5M – 2810
2020
Q3 		$13.5M Buy
+506,196
New +$13.5M 0.07% 277
2019
Q2 		– Sell
-34,178
Closed -$935K – 2517
2019
Q1 		$935K Buy
34,178
+894
+3% +$24.2K 0.01% 1164
2018
Q4 		$904K Sell
33,284
-11,898
-26% -$324K 0.01% 1086
2018
Q3 		$1.21M Sell
45,182
-1,004
-2% -$26.8K 0.01% 1042
2018
Q2 		$1.23M Buy
46,186
+1,652
+4% +$42.9K 0.01% 1033
2018
Q1 		$1.13M Sell
44,534
-6,699
-13% -$169K 0.01% 1020
2017
Q4 		$1.33M Sell
51,233
-15,650
-23% -$408K 0.01% 978
2017
Q3 		$1.73M Sell
66,883
-250
-0.4% -$6.44K 0.01% 878
2017
Q2 		$1.77M Sell
67,133
-190
-0.3% -$5.09K 0.02% 846
2017
Q1 		$1.83M Buy
67,323
+28,145
+72% +$775K 0.02% 793
2016
Q4 		$1.1M Sell
39,178
-3,151
-7% -$86K 0.01% 936
2016
Q3 		$1.11M Buy
42,329
+1,678
+4% +$44K 0.01% 874
2016
Q2 		$1.07M Buy
40,651
+1,198
+3% +$31.4K 0.01% 852
2016
Q1 		$1.03M Buy
+39,453
New +$1.07M ﹤0.01% 1019
2015
Q4 		– Sell
-230,390
Closed -$6.66M – 2141
2015
Q3 		$6.66M Buy
230,390
+506
+0.2% +$14.5K 0.09% 241
2015
Q2 		$6.45M Buy
229,884
+13,869
+6% +$389K 0.1% 216
2015
Q1 		$6.17M Buy
216,015
+13,728
+7% +$384K 0.09% 242
2014
Q4 		$5.48M Buy
202,287
+2,861
+1% +$75.9K 0.08% 259
2014
Q3 		$5.2M Buy
199,426
+7,273
+4% +$183K 0.09% 261
2014
Q2 		$4.72M Buy
+192,153
New +$4.76M 0.08% 274

Other funds holding USDU

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
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
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Morgan Stanley
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors's USDU Position: Q1 2026 in Review

HighTower Advisors increased its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 144% in Q1 2026, buying an estimated $4.66M and bringing the position to 305,315 shares worth $8.04M. The position accounts for 0.01% of the portfolio, ranked #977.

HighTower Advisors first reported a position in USDU in Q2 2014 and has held it in 41 quarters since. The position peaked at $22.2M in Q3 2023. 67 funds tracked by Wall St. Rank hold USDU as of Q1 2026.

  • HighTower Advisors held 305,315 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $8.04M as of Q1 2026.
  • HighTower Advisors bought 180,346 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2026, an estimated $4.66M.
  • WisdomTree Bloomberg US Dollar Bullish Fund made up 0.01% of HighTower Advisors's portfolio in Q1 2026, its #977 holding.
  • HighTower Advisors first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2014 and has held it in 41 quarters since.
  • HighTower Advisors's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $22.2M in Q3 2023.
  • 67 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.