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Larson Financial Group’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Larson Financial Group’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
2024
Q4 		– Sell
-4,619
Closed -$123K – 2917
2024
Q3 		$123K Hold
4,619
– – 0.01% 687
2024
Q2 		$125K Hold
4,619
– – 0.01% 590
2024
Q1 		$121K Hold
4,619
– – 0.01% 505
2023
Q4 		$116K Buy
+4,619
New +$126K 0.01% 462

Other funds holding USDU

3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Larson Financial Group's USDU Position: Q4 2024 in Review

Larson Financial Group sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q4 2024, closing a stake of 4,619 shares — an estimated $123K sold.

Larson Financial Group first reported a position in USDU in Q4 2023 and held it in 4 quarters. The position peaked at $125K in Q2 2024. 71 funds tracked by Wall St. Rank hold USDU as of Q4 2024.

  • Larson Financial Group reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q4 2024 after selling out during the quarter.
  • Larson Financial Group sold 4,619 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q4 2024, an estimated $123K.
  • Larson Financial Group first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2023 and held it in 4 quarters.
  • Larson Financial Group's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $125K in Q2 2024.
  • 71 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2024.

Based on Larson Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.