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 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 $49B AUM 17.78% 1-Year Est. Return

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

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RFA

Reyes Financial Architecture San Diego, California $179M AUM 31.17% 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

Maridea Wealth Management's USDU Position: Q1 2026 in Review

Maridea Wealth Management reduced its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 56% in Q1 2026, selling an estimated $3.24M and leaving 100,114 shares worth $2.64M. The position accounts for 0.38% of the portfolio, ranked #64.

Maridea Wealth Management first reported a position in USDU in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.82M in Q4 2025. 67 funds tracked by Wall St. Rank hold USDU as of Q1 2026.

Maridea Wealth Management held 100,114 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $2.64M as of Q1 2026.
Maridea Wealth Management sold 125,303 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2026, an estimated $3.24M.
WisdomTree Bloomberg US Dollar Bullish Fund made up 0.38% of Maridea Wealth Management's portfolio in Q1 2026, its #64 holding.
Maridea Wealth Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2024 and has held it in 6 quarters since.
Maridea Wealth Management's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $5.82M in Q4 2025.
67 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.