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Ignite Planners’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Ignite Planners’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 		$306K Buy
11,438
+99
+0.9% +$2.59K 0.04% 343
2026
Q1 		$299K Buy
+11,339
New +$293K 0.05% 323
2022
Q2 		– Sell
-19,893
Closed -$541K – 182
2022
Q1 		$541K Buy
+19,893
New +$523K 0.36% 76

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

Ignite Planners's USDU Position: Q2 2026 in Review

Ignite Planners increased its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 0.87% in Q2 2026, buying an estimated $2.59K and bringing the position to 11,438 shares worth $306K. The position accounts for 0.04% of the portfolio, ranked #343.

Ignite Planners first reported a position in USDU in Q1 2022 and has held it in 3 quarters since. The position peaked at $541K in Q1 2022. 76 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

  • Ignite Planners held 11,438 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $306K as of Q2 2026.
  • Ignite Planners bought 99 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2026, an estimated $2.59K.
  • WisdomTree Bloomberg US Dollar Bullish Fund made up 0.04% of Ignite Planners's portfolio in Q2 2026, its #343 holding.
  • Ignite Planners first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2022 and has held it in 3 quarters since.
  • Ignite Planners's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $541K in Q1 2022.
  • 76 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.