Jones Financial Companies
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Jones Financial Companies’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Jones Financial Companies’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
Q4 		– Sell
-113
Closed -$2.99K – 4602
2025
Q3 		$2.99K Buy
+113
New +$2.96K ﹤0.01% 3558

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Jones Financial Companies's USDU Position: Q4 2025 in Review

Jones Financial Companies sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q4 2025, closing a stake of 113 shares — an estimated $2.99K sold.

Jones Financial Companies first reported a position in USDU in Q3 2025 and held it in 1 quarter. The position peaked at $2.99K in Q3 2025. 49 funds tracked by Wall St. Rank hold USDU as of Q4 2025.

  • Jones Financial Companies reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q4 2025 after selling out during the quarter.
  • Jones Financial Companies sold 113 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q4 2025, an estimated $2.99K.
  • Jones Financial Companies first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2025 and held it in 1 quarter.
  • Jones Financial Companies's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $2.99K in Q3 2025.
  • 49 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2025.

Based on Jones Financial Companies's 13F filing for Q4 2025, filed 17 Feb 2026.