LPL Financial
USDU icon

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

LPL Financial’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 		$9.46M Buy
353,695
+201,030
+132% +$5.26M ﹤0.01% 2199
2026
Q1 		$4.02M Buy
152,665
+105,548
+224% +$2.73M ﹤0.01% 2832
2025
Q4 		$1.22M Buy
47,117
+34,032
+260% +$911K ﹤0.01% 3872
2025
Q3 		$345K Buy
13,085
+1,446
+12% +$37.9K ﹤0.01% 4939
2025
Q2 		$300K Sell
11,639
-347,174
-97% -$9.13M ﹤0.01% 4777
2025
Q1 		$9.78M Sell
358,813
-75,541
-17% -$2.07M ﹤0.01% 1622
2024
Q4 		$12M Buy
434,354
+138,184
+47% +$3.83M ﹤0.01% 1405
2024
Q3 		$7.86M Buy
296,170
+281,964
+1,985% +$7.53M ﹤0.01% 1647
2024
Q2 		$385K Sell
14,206
-23,480
-62% -$625K ﹤0.01% 4080
2024
Q1 		$987K Sell
37,686
-55,049
-59% -$1.42M ﹤0.01% 3190
2023
Q4 		$2.33M Sell
92,735
-36,366
-28% -$995K ﹤0.01% 2291
2023
Q3 		$3.57M Buy
+129,101
New +$3.46M ﹤0.01% 1813
2023
Q2 		– Sell
-162,085
Closed -$4.23M – 4690
2023
Q1 		$4.23M Sell
162,085
-133,350
-45% -$3.48M ﹤0.01% 1615
2022
Q4 		$7.7M Sell
295,435
-88,721
-23% -$2.53M 0.01% 1193
2022
Q3 		$11.4M Buy
384,156
+289,705
+307% +$8.32M 0.01% 890
2022
Q2 		$2.64M Buy
+94,451
New +$2.59M ﹤0.01% 1818
2021
Q2 		– Sell
-8,964
Closed -$231K – 4308
2021
Q1 		$231K Buy
+8,964
New +$227K ﹤0.01% 3663
2020
Q4 		– Sell
-8,880
Closed -$237K – 3873
2020
Q3 		$237K Sell
8,880
-503
-5% -$13.4K ﹤0.01% 3078
2020
Q2 		$259K Buy
+9,383
New +$263K ﹤0.01% 2940
2017
Q3 		– Sell
-14,402
Closed -$378K – 2936
2017
Q2 		$378K Sell
14,402
-1,325
-8% -$35.5K ﹤0.01% 2105
2017
Q1 		$427K Sell
15,727
-2,352
-13% -$64.8K ﹤0.01% 1938
2016
Q4 		$512K Buy
18,079
+663
+4% +$18.1K ﹤0.01% 1733
2016
Q3 		$460K Sell
17,416
-32,164
-65% -$844K ﹤0.01% 1789
2016
Q2 		$1.3M Sell
49,580
-37,036
-43% -$970K 0.01% 1006
2016
Q1 		$2.28M Buy
86,616
+48,452
+127% +$1.32M 0.01% 1119
2015
Q4 		$1.05M Buy
38,164
+27,190
+248% +$779K ﹤0.01% 1642
2015
Q3 		$315K Buy
+10,974
New +$314K ﹤0.01% 2158
2015
Q2 		– Sell
-29,790
Closed -$850K – 2949
2015
Q1 		$850K Buy
+29,790
New +$832K ﹤0.01% 1476

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
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
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

LPL Financial's USDU Position: Q2 2026 in Review

LPL Financial increased its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 132% in Q2 2026, buying an estimated $5.26M and bringing the position to 353,695 shares worth $9.46M. The position accounts for ﹤0.01% of the portfolio, ranked #2199.

LPL Financial first reported a position in USDU in Q1 2015 and has held it in 28 quarters since. The position peaked at $12M in Q4 2024. 76 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

  • LPL Financial held 353,695 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $9.46M as of Q2 2026.
  • LPL Financial bought 201,030 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2026, an estimated $5.26M.
  • WisdomTree Bloomberg US Dollar Bullish Fund made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2199 holding.
  • LPL Financial first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2015 and has held it in 28 quarters since.
  • LPL Financial's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $12M in Q4 2024.
  • 76 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.