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Independent Financial Group’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Independent Financial Group’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
2022
Q4 		– Sell
-44,992
Closed -$1.34M – 820
2022
Q3 		$1.34M Sell
44,992
-17,568
-28% -$504K 0.12% 166
2022
Q2 		$1.75M Buy
+62,560
New +$1.72M 0.19% 131

Other funds holding USDU

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.89B AUM 16.21% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Independent Financial Group's USDU Position: Q4 2022 in Review

Independent Financial Group sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q4 2022, closing a stake of 44,992 shares — an estimated $1.34M sold.

Independent Financial Group first reported a position in USDU in Q2 2022 and held it in 2 quarters. The position peaked at $1.75M in Q2 2022. 58 funds tracked by Wall St. Rank hold USDU as of Q4 2022.

  • Independent Financial Group reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q4 2022 after selling out during the quarter.
  • Independent Financial Group sold 44,992 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q4 2022, an estimated $1.34M.
  • Independent Financial Group first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2022 and held it in 2 quarters.
  • Independent Financial Group's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $1.75M in Q2 2022.
  • 58 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2022.

Based on Independent Financial Group's 13F filing for Q4 2022, filed 15 Jun 2026.