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Mather Group’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Mather Group’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
Q1 		– Sell
-168
Closed -$4.65K – 1863
2024
Q4 		$4.65K Buy
+168
New +$4.65K ﹤0.01% 1393
2022
Q4 		– Sell
-11,100
Closed -$331K – 511
2022
Q3 		$331K Buy
+11,100
New +$319K 0.01% 353

Other funds holding USDU

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Mather Group's USDU Position: Q1 2025 in Review

Mather Group sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2025, closing a stake of 168 shares — an estimated $4.65K sold.

Mather Group first reported a position in USDU in Q3 2022 and held it in 2 quarters. The position peaked at $331K in Q3 2022. 57 funds tracked by Wall St. Rank hold USDU as of Q1 2025.

  • Mather Group reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2025 after selling out during the quarter.
  • Mather Group sold 168 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2025, an estimated $4.65K.
  • Mather Group first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2022 and held it in 2 quarters.
  • Mather Group's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $331K in Q3 2022.
  • 57 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2025.

Based on Mather Group's 13F filing for Q1 2025, filed 25 Apr 2025.