LCWP
USDU icon

Legacy Capital Wealth Partners’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Legacy Capital Wealth Partners’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
-21,040
Closed -$555K – 401
2025
Q3 		$555K Sell
21,040
-4,724
-18% -$124K 0.12% 183
2025
Q2 		$664K Buy
+25,764
New +$678K 0.15% 145

Other funds holding USDU

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Capital Wealth Partners's USDU Position: Q4 2025 in Review

Legacy Capital Wealth Partners sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q4 2025, closing a stake of 21,040 shares — an estimated $555K sold.

Legacy Capital Wealth Partners first reported a position in USDU in Q2 2025 and held it in 2 quarters. The position peaked at $664K in Q2 2025. 49 funds tracked by Wall St. Rank hold USDU as of Q4 2025.

  • Legacy Capital Wealth Partners reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q4 2025 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 21,040 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q4 2025, an estimated $555K.
  • Legacy Capital Wealth Partners first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2025 and held it in 2 quarters.
  • Legacy Capital Wealth Partners's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $664K in Q2 2025.
  • 49 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2025.

Based on Legacy Capital Wealth Partners's 13F filing for Q4 2025, filed 16 Jan 2026.