McElhenny Sheffield Capital Management’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

McElhenny Sheffield Capital 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
2025 Q3	–	Sell	-519,188	Closed	-$13.4M	–	122
2025 Q2	$13.4M	Buy	+519,188	New	+$13.7M	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%	-$2.71M	7.71%	6
2022 Q3	$21.9M	Sell	734,630 -84,399	-10%	-$2.42M	16.7%	2
2022 Q2	$22.9M	Sell	819,029 -28,132	-3%	-$772K	10.65%	4
2022 Q1	$22.4M	Buy	+847,161	New	+$22.3M	7.83%	4

Other funds holding USDU

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

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

SPFA

Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

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

FGA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

MWM

Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return

McElhenny Sheffield Capital Management's USDU Position: Q3 2025 in Review

McElhenny Sheffield Capital Management sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q3 2025, closing a stake of 519,188 shares — an estimated $13.4M sold.

McElhenny Sheffield Capital Management first reported a position in USDU in Q1 2022 and held it in 6 quarters. The position peaked at $22.9M in Q2 2022. 42 funds tracked by Wall St. Rank hold USDU as of Q3 2025.

McElhenny Sheffield Capital Management reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q3 2025 after selling out during the quarter.
McElhenny Sheffield Capital Management sold 519,188 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q3 2025, an estimated $13.4M.
McElhenny Sheffield Capital Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2022 and held it in 6 quarters.
McElhenny Sheffield Capital Management's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $22.9M in Q2 2022.
42 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2025.

Based on McElhenny Sheffield Capital Management's 13F filing for Q3 2025, filed 21 Oct 2025.