MFG
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Merit Financial Group’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Merit Financial 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
2026
Q2 		– Sell
-8,005
Closed -$211K – 2451
2026
Q1 		$211K Buy
+8,005
New +$207K ﹤0.01% 1893

Other funds holding USDU

GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
SFG
Sovereign Financial Group Stamford, Connecticut $654M AUM 32.34% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return
WA
Waystone Advisors Redmond, Washington $134M AUM
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

Merit Financial Group's USDU Position: Q2 2026 in Review

Merit Financial Group sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2026, closing a stake of 8,005 shares — an estimated $211K sold.

Merit Financial Group first reported a position in USDU in Q1 2026 and held it in 1 quarter. The position peaked at $211K in Q1 2026. 17 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

  • Merit Financial Group reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q2 2026 after selling out during the quarter.
  • Merit Financial Group sold 8,005 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2026, an estimated $211K.
  • Merit Financial Group first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2026 and held it in 1 quarter.
  • Merit Financial Group's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $211K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.