J. Safra Sarasin Holding’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

J. Safra Sarasin Holding’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	$3.14M	Hold	119,357	–	–	0.05%	204
2026 Q1	$3.14M	Sell	119,357 -17,152	-13%	-$443K	0.05%	155
2025 Q4	$3.52M	Buy	136,509 +10,803	+9%	+$289K	0.06%	153
2025 Q3	$3.32M	Buy	+125,706	New	+$3.3M	0.05%	171
2025 Q1	–	Sell	-81,130	Closed	-$2.24M	–	517
2024 Q4	$2.24M	Buy	+81,130	New	+$2.25M	0.04%	216
2024 Q3	–	Sell	-69,403	Closed	-$1.88M	–	483
2024 Q2	$1.88M	Buy	+69,403	New	+$1.85M	0.03%	232

Other funds holding USDU

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 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

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

LWPC

Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

J. Safra Sarasin Holding's USDU Position: Q2 2026 in Review

J. Safra Sarasin Holding held its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) position steady in Q2 2026 at 119,357 shares worth $3.14M. The position accounts for 0.05% of the portfolio, ranked #204.

J. Safra Sarasin Holding first reported a position in USDU in Q2 2024 and has held it in 6 quarters since. The position peaked at $3.52M in Q4 2025. 26 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

J. Safra Sarasin Holding held 119,357 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $3.14M as of Q2 2026.
J. Safra Sarasin Holding left its WisdomTree Bloomberg US Dollar Bullish Fund share count unchanged in Q2 2026.
WisdomTree Bloomberg US Dollar Bullish Fund made up 0.05% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #204 holding.
J. Safra Sarasin Holding first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2024 and has held it in 6 quarters since.
J. Safra Sarasin Holding's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $3.52M in Q4 2025.
26 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.