Johnson Financial Group Inc (Wisconsin)’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$7.6K	Hold	284	–	–	﹤0.01%	654
2026 Q1	$7.48K	Buy	+284	New	+$7.34K	﹤0.01%	660
2023 Q3	–	Sell	-80	Closed	-$2.12K	–	702
2023 Q2	$2.12K	Buy	+80	New	+$2.1K	﹤0.01%	617
2022 Q4	–	Sell	-1,317	Closed	-$39K	–	675
2022 Q3	$39K	Buy	+1,317	New	+$37.8K	﹤0.01%	373

Other funds holding USDU

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

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 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

Johnson Financial Group Inc (Wisconsin)'s USDU Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) position steady in Q2 2026 at 284 shares worth $7.6K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Johnson Financial Group Inc (Wisconsin) first reported a position in USDU in Q3 2022 and has held it in 4 quarters since. The position peaked at $39K in Q3 2022. 75 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 284 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $7.6K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) left its WisdomTree Bloomberg US Dollar Bullish Fund share count unchanged in Q2 2026.
WisdomTree Bloomberg US Dollar Bullish Fund made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #654 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2022 and has held it in 4 quarters since.
Johnson Financial Group Inc (Wisconsin)'s WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $39K in Q3 2022.
75 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.