Hilltop Holdings’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Hilltop Holdings’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	$462K	Sell	17,549 -29,058	-62%	-$751K	0.04%	412
2025 Q4	$1.2M	Buy	+46,607	New	+$1.25M	0.07%	299
2024 Q4	–	Sell	-42,913	Closed	-$1.14M	–	892
2024 Q3	$1.14M	Buy	+42,913	New	+$1.15M	0.07%	284
2023 Q4	–	Sell	-15,772	Closed	-$436K	–	633
2023 Q3	$436K	Buy	+15,772	New	+$422K	0.05%	375
2023 Q1	–	Sell	-194,826	Closed	-$5.07M	–	577
2022 Q4	$5.07M	Buy	194,826 +13,232	+7%	+$378K	0.65%	34
2022 Q3	$5.41M	Sell	181,594 -35,224	-16%	-$1.01M	0.73%	30
2022 Q2	$6.05M	Buy	+216,818	New	+$5.95M	0.8%	21

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

Hilltop Holdings's USDU Position: Q1 2026 in Review

Hilltop Holdings reduced its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 62% in Q1 2026, selling an estimated $751K and leaving 17,549 shares worth $462K. The position accounts for 0.04% of the portfolio, ranked #412.

Hilltop Holdings first reported a position in USDU in Q2 2022 and has held it in 7 quarters since. The position peaked at $6.05M in Q2 2022. 67 funds tracked by Wall St. Rank hold USDU as of Q1 2026.

Hilltop Holdings held 17,549 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $462K as of Q1 2026.
Hilltop Holdings sold 29,058 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2026, an estimated $751K.
WisdomTree Bloomberg US Dollar Bullish Fund made up 0.04% of Hilltop Holdings's portfolio in Q1 2026, its #412 holding.
Hilltop Holdings first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2022 and has held it in 7 quarters since.
Hilltop Holdings's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $6.05M in Q2 2022.
67 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2026.

Based on Hilltop Holdings's 13F filing for Q1 2026, filed 14 May 2026.