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Highland Investment Advisors LLC’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Highland Investment Advisors LLC’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 		$10.2K Buy
+380
New +$9.95K ﹤0.01% 353

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 22.96% 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
OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $228M AUM 26.15% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return

Highland Investment Advisors LLC's USDU Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2026: 380 shares worth $10.2K. The stake represents ﹤0.01% of the portfolio and ranks #353 among its holdings.

61 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

  • Highland Investment Advisors LLC held 380 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $10.2K as of Q2 2026.
  • WisdomTree Bloomberg US Dollar Bullish Fund was a new Highland Investment Advisors LLC position in Q2 2026.
  • WisdomTree Bloomberg US Dollar Bullish Fund made up ﹤0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #353 holding.
  • 61 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.