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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
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
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Horizon Investments's USDU Position: Q1 2026 in Review

Horizon Investments reduced its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 69% in Q1 2026, selling an estimated $6.46K and leaving 110 shares worth $2.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

Horizon Investments first reported a position in USDU in Q3 2025 and has held it in 3 quarters since. The position peaked at $9.29K in Q4 2025. 67 funds tracked by Wall St. Rank hold USDU as of Q1 2026.

  • Horizon Investments held 110 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $2.9K as of Q1 2026.
  • Horizon Investments sold 250 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2026, an estimated $6.46K.
  • WisdomTree Bloomberg US Dollar Bullish Fund made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #1257 holding.
  • Horizon Investments first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2025 and has held it in 3 quarters since.
  • Horizon Investments's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $9.29K in Q4 2025.
  • 67 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.