JY
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Jeff Yass’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Jeff Yass’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
-12,800
Closed -$330K – 13966
2025
Q2 		$330K Buy
+12,800
New +$337K ﹤0.01% 10121
2023
Q2 		– Sell
-14,300
Closed -$373K – 13186
2023
Q1 		$373K Buy
+14,300
New +$373K ﹤0.01% 9234
2021
Q3 		– Sell
-47,800
Closed -$1.22M – 13624
2021
Q2 		$1.22M Buy
+47,800
New +$1.21M ﹤0.01% 7207

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

Jeff Yass's USDU Position: Q2 2026 in Review

Jeff Yass sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2026, closing a stake of 92,765 shares — an estimated $2.44M sold.

Jeff Yass first reported a position in USDU in Q2 2015 and held it in 32 quarters. The position peaked at $7.35M in Q4 2025. 75 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

  • Jeff Yass reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 92,765 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2026, an estimated $2.44M.
  • Jeff Yass first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2015 and held it in 32 quarters.
  • Jeff Yass's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $7.35M in Q4 2025.
  • 75 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.