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Kiker Wealth Management’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Kiker Wealth Management’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
Q2 		– Sell
-600
Closed -$16.4K – 780
2025
Q1 		$16.4K Buy
+600
New +$16.5K 0.01% 322

Other funds holding USDU

GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

Kiker Wealth Management's USDU Position: Q2 2025 in Review

Kiker Wealth Management sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2025, closing a stake of 600 shares — an estimated $16.4K sold.

Kiker Wealth Management first reported a position in USDU in Q1 2025 and held it in 1 quarter. The position peaked at $16.4K in Q1 2025. 54 funds tracked by Wall St. Rank hold USDU as of Q2 2025.

  • Kiker Wealth Management reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q2 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 600 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2025, an estimated $16.4K.
  • Kiker Wealth Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2025 and held it in 1 quarter.
  • Kiker Wealth Management's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $16.4K in Q1 2025.
  • 54 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2025.

Based on Kiker Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.