Horizon Investments
USDU icon

Horizon Investments’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Horizon 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 		$321 Sell
12
-98
-89% -$2.57K ﹤0.01% 1378
2026
Q1 		$2.9K Sell
110
-250
-69% -$6.46K ﹤0.01% 1257
2025
Q4 		$9.29K Buy
360
+85
+31% +$2.27K ﹤0.01% 1170
2025
Q3 		$7.26K Buy
+275
New +$7.21K ﹤0.01% 1051

Other funds holding USDU

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameritas Advisory Services
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

Horizon Investments's USDU Position: Q2 2026 in Review

Horizon Investments reduced its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 89% in Q2 2026, selling an estimated $2.57K and leaving 12 shares worth $321. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Horizon Investments first reported a position in USDU in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.29K in Q4 2025. 76 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

  • Horizon Investments held 12 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $321 as of Q2 2026.
  • Horizon Investments sold 98 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2026, an estimated $2.57K.
  • WisdomTree Bloomberg US Dollar Bullish Fund made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1378 holding.
  • Horizon Investments first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2025 and has held it in 4 quarters since.
  • Horizon Investments's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $9.29K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

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