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Legacy Wealth Partners (Colorado)’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Legacy Wealth Partners (Colorado)’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 		$2.29M Buy
85,677
+14,594
+21% +$382K 0.51% 33
2026
Q1 		$1.87M Buy
+71,083
New +$1.84M 0.47% 32

Other funds holding USDU

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
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

Legacy Wealth Partners (Colorado)'s USDU Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) increased its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 21% in Q2 2026, buying an estimated $382K and bringing the position to 85,677 shares worth $2.29M. The position accounts for 0.51% of the portfolio, ranked #33.

Legacy Wealth Partners (Colorado) first reported a position in USDU in Q1 2026 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

  • Legacy Wealth Partners (Colorado) held 85,677 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $2.29M as of Q2 2026.
  • Legacy Wealth Partners (Colorado) bought 14,594 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2026, an estimated $382K.
  • WisdomTree Bloomberg US Dollar Bullish Fund made up 0.51% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #33 holding.
  • Legacy Wealth Partners (Colorado) first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2026 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.