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

Maridea 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
2026 Q2	$4.56M	Buy	170,411 +70,297	+70%	+$1.84M	0.49%	52
2026 Q1	$2.64M	Sell	100,114 -125,303	-56%	-$3.24M	0.38%	64
2025 Q4	$5.82M	Buy	225,417 +99,474	+79%	+$2.66M	0.87%	24
2025 Q3	$3.35M	Buy	125,943 +64,227	+104%	+$1.69M	0.52%	45
2025 Q2	$1.59M	Sell	61,716 -103,033	-63%	-$2.71M	0.41%	58
2025 Q1	$4.49M	Buy	164,749 +62,580	+61%	+$1.72M	1.46%	15
2024 Q4	$2.83M	Buy	+102,169	New	+$2.83M	0.91%	20

Other funds holding USDU

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

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 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

Maridea Wealth Management's USDU Position: Q2 2026 in Review

Maridea Wealth Management increased its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 70% in Q2 2026, buying an estimated $1.84M and bringing the position to 170,411 shares worth $4.56M. The position accounts for 0.49% of the portfolio, ranked #52.

Maridea Wealth Management first reported a position in USDU in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.82M in Q4 2025. 76 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

Maridea Wealth Management held 170,411 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $4.56M as of Q2 2026.
Maridea Wealth Management bought 70,297 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2026, an estimated $1.84M.
WisdomTree Bloomberg US Dollar Bullish Fund made up 0.49% of Maridea Wealth Management's portfolio in Q2 2026, its #52 holding.
Maridea Wealth Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2024 and has held it in 7 quarters since.
Maridea Wealth Management's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $5.82M in Q4 2025.
76 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.