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Kaizen Financial Strategies’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Kaizen Financial Strategies’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 		– Sell
-8,000
Closed -$207K – 191
2026
Q1 		$207K Buy
+8,000
New +$207K 0.09% 160

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Morgan Stanley
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AFP
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OPCM
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AIM
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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

Kaizen Financial Strategies's USDU Position: Q2 2026 in Review

Kaizen Financial Strategies sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2026, closing a stake of 8,000 shares — an estimated $207K sold.

Kaizen Financial Strategies first reported a position in USDU in Q1 2026 and held it in 1 quarter. The position peaked at $207K in Q1 2026. 76 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

  • Kaizen Financial Strategies reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q2 2026 after selling out during the quarter.
  • Kaizen Financial Strategies sold 8,000 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2026, an estimated $207K.
  • Kaizen Financial Strategies first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2026 and held it in 1 quarter.
  • Kaizen Financial Strategies's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $207K in Q1 2026.
  • 76 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.