IFA
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Interactive Financial Advisors’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Interactive Financial 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
2025
Q3 		– Sell
-8,654
Closed -$223K – 87
2025
Q2 		$223K Sell
8,654
-22
-0.3% -$579 0.11% 81
2025
Q1 		$237K Sell
8,676
-93
-1% -$2.55K 0.12% 79
2024
Q4 		$243K Buy
8,769
+32
+0.4% +$886 0.13% 81
2024
Q3 		$232K Sell
8,737
-479
-5% -$12.8K 0.12% 83
2024
Q2 		$250K Sell
9,216
-325
-3% -$8.65K 0.14% 80
2024
Q1 		$250K Buy
+9,541
New +$246K 0.14% 79
2023
Q1 		– Sell
-6,968
Closed -$182K – 155
2022
Q4 		$182K Buy
6,968
+492
+8% +$14K 0.11% 91
2022
Q3 		$193K Buy
6,476
+166
+3% +$4.76K 0.11% 88
2022
Q2 		$174K Buy
6,310
+616
+11% +$16.9K 0.09% 84
2022
Q1 		$160K Sell
5,694
-521
-8% -$13.7K 0.07% 95
2021
Q4 		$162K Buy
6,215
+270
+5% +$7.04K 0.06% 92
2021
Q3 		$154K Sell
5,945
-37
-0.6% -$947 0.07% 90
2021
Q2 		$152K Sell
5,982
-861
-13% -$21.7K 0.06% 94
2021
Q1 		$176K Buy
6,843
+1,236
+22% +$31.3K 0.07% 86
2020
Q4 		$140K Buy
5,607
+232
+4% +$6.01K 0.06% 85
2020
Q3 		$143K Buy
5,375
+221
+4% +$5.91K 0.07% 80
2020
Q2 		$142K Buy
5,154
+12
+0.2% +$337 0.07% 76
2020
Q1 		$145K Buy
5,142
+320
+7% +$8.79K 0.13% 45
2019
Q4 		$129K Buy
4,822
+106
+2% +$2.94K 0.06% 87
2019
Q3 		$133K Buy
4,716
+976
+26% +$27.1K 0.06% 81
2019
Q2 		$102K Buy
3,740
+193
+5% +$5.29K 0.05% 90
2019
Q1 		$97K Sell
3,547
-24
-0.7% -$649 0.05% 77
2018
Q4 		$97K Sell
3,571
-283
-7% -$7.71K 0.05% 62
2018
Q3 		$103K Sell
3,854
-269
-7% -$7.17K 0.05% 78
2018
Q2 		$110K Sell
4,123
-2,596
-39% -$67.4K 0.05% 78
2018
Q1 		$170K Sell
6,719
-8,402
-56% -$212K 0.08% 69
2017
Q4 		$391K Buy
15,121
+414
+3% +$10.8K 0.17% 50
2017
Q3 		$380K Buy
14,707
+293
+2% +$7.55K 0.17% 49
2017
Q2 		$379K Sell
14,414
-314
-2% -$8.41K 0.18% 53
2017
Q1 		$399K Sell
14,728
-1,695
-10% -$46.7K 0.19% 52
2016
Q4 		$459K Sell
16,423
-2,718
-14% -$74.1K 0.23% 49
2016
Q3 		$502K Buy
19,141
+666
+4% +$17.5K 0.25% 48
2016
Q2 		$486K Sell
18,475
-506
-3% -$13.3K 0.26% 47
2016
Q1 		$498K Buy
+18,981
New +$516K 0.31% 43

Other funds holding USDU

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
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return

Interactive Financial Advisors's USDU Position: Q3 2025 in Review

Interactive Financial Advisors sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q3 2025, closing a stake of 8,654 shares — an estimated $223K sold.

Interactive Financial Advisors first reported a position in USDU in Q1 2016 and held it in 34 quarters. The position peaked at $502K in Q3 2016. 42 funds tracked by Wall St. Rank hold USDU as of Q3 2025.

  • Interactive Financial Advisors reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q3 2025 after selling out during the quarter.
  • Interactive Financial Advisors sold 8,654 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q3 2025, an estimated $223K.
  • Interactive Financial Advisors first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2016 and held it in 34 quarters.
  • Interactive Financial Advisors's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $502K in Q3 2016.
  • 42 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2025.

Based on Interactive Financial Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.