Moulton Wealth Management’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Moulton 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 Q3	$978K	Sell	36,065 -208	-0.6%	-$5.52K	0.66%	32
2026 Q2	$972K	Buy	36,273 +16,852	+87%	+$441K	0.64%	32
2026 Q1	$511K	Buy	+19,421	New	+$502K	0.35%	45
2025 Q2	–	Sell	-50,720	Closed	-$1.38M	–	41
2025 Q1	$1.38M	Buy	50,720 +39,020	+334%	+$1.07M	1.05%	23
2024 Q4	$324K	Sell	11,700 -13,767	-54%	-$381K	0.25%	41
2024 Q3	$684K	Sell	25,467 -25,566	-50%	-$683K	0.57%	30
2024 Q2	$1.38M	Buy	+51,033	New	+$1.36M	1.25%	19

Other funds holding USDU

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Moulton Wealth Management's USDU Position: Q3 2026 in Review

Moulton Wealth Management reduced its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 0.57% in Q3 2026, selling an estimated $5.52K and leaving 36,065 shares worth $978K. The position accounts for 0.66% of the portfolio, ranked #32.

Moulton Wealth Management first reported a position in USDU in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.38M in Q1 2025. 5 funds tracked by Wall St. Rank hold USDU as of Q3 2026.

Moulton Wealth Management held 36,065 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $978K as of Q3 2026.
Moulton Wealth Management sold 208 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q3 2026, an estimated $5.52K.
WisdomTree Bloomberg US Dollar Bullish Fund made up 0.66% of Moulton Wealth Management's portfolio in Q3 2026, its #32 holding.
Moulton Wealth Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2024 and has held it in 7 quarters since.
Moulton Wealth Management's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $1.38M in Q1 2025.
5 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2026.

Based on Moulton Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.