McElhenny Sheffield Capital Management’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4M | Buy |
+519,188
| New | +$13.4M | 3.57% | 7 |
|
|
2023
Q2 | – | Sell |
-315,500
| Closed | -$8.23M | – | 104 |
|
|
2023
Q1 | $8.23M | Sell |
315,500
-324,080
| -51% | -$8.45M | 4.33% | 7 |
|
|
2022
Q4 | $16.7M | Sell |
639,580
-95,050
| -13% | -$2.48M | 7.71% | 6 |
|
|
2022
Q3 | $21.9M | Sell |
734,630
-84,399
| -10% | -$2.51M | 16.7% | 2 |
|
|
2022
Q2 | $22.9M | Sell |
819,029
-28,132
| -3% | -$785K | 10.65% | 4 |
|
|
2022
Q1 | $22.4M | Buy |
+847,161
| New | +$22.4M | 7.83% | 4 |
|