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

IFP 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
Q2 		$192K Buy
+7,167
New +$188K ﹤0.01% 1555
2024
Q4 		– Sell
-470
Closed -$12.5K – 4669
2024
Q3 		$12.5K Buy
470
+51
+12% +$1.36K ﹤0.01% 2337
2024
Q2 		$11.3K Buy
419
+309
+281% +$8.23K ﹤0.01% 2300
2024
Q1 		$2.88K Sell
110
-75
-41% -$1.94K ﹤0.01% 2604
2023
Q4 		$4.64K Buy
+185
New +$5.06K ﹤0.01% 2449
2023
Q2 		– Sell
-1,000
Closed -$26.3K – 3576
2023
Q1 		$26.3K Sell
1,000
-28,450
-97% -$742K ﹤0.01% 1900
2022
Q4 		$801K Buy
29,450
+17,123
+139% +$489K 0.02% 707
2022
Q3 		$324K Buy
12,327
+11,000
+829% +$316K 0.01% 1153
2022
Q2 		$35K Hold
1,327
– – ﹤0.01% 2421
2022
Q1 		$35K Buy
+1,327
New +$34.9K ﹤0.01% 2421
2021
Q4 		– Sell
-598
Closed -$16K – 3495
2021
Q3 		$16K Hold
598
– – ﹤0.01% 2093
2021
Q2 		$15K Sell
598
-152
-20% -$3.84K ﹤0.01% 2064
2021
Q1 		$19K Buy
+750
New +$19K ﹤0.01% 1882
2017
Q2 		– Sell
-76
Closed -$2K – 4222
2017
Q1 		$2K Buy
+76
New +$2.09K ﹤0.01% 3700

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
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
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

IFP Advisors's USDU Position: Q2 2026 in Review

IFP Advisors opened a new position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2026: 7,167 shares worth $192K. The stake represents ﹤0.01% of the portfolio and ranks #1555 among its holdings. This is a return to the name: IFP Advisors previously reported a position in USDU as recently as Q3 2024.

IFP Advisors first reported a position in USDU in Q1 2017 and has held it in 14 quarters since. The position peaked at $801K in Q4 2022. 76 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

  • IFP Advisors held 7,167 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $192K as of Q2 2026.
  • WisdomTree Bloomberg US Dollar Bullish Fund was a new IFP Advisors position in Q2 2026.
  • WisdomTree Bloomberg US Dollar Bullish Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1555 holding.
  • IFP Advisors first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2017 and has held it in 14 quarters since.
  • IFP Advisors's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $801K in Q4 2022.
  • 76 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.