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 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Moulton Wealth Management's USDU Position: Q2 2026 in Review

Moulton Wealth Management increased its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 87% in Q2 2026, buying an estimated $441K and bringing the position to 36,273 shares worth $972K. The position accounts for 0.64% of the portfolio, ranked #32.

Moulton Wealth Management first reported a position in USDU in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.38M in Q1 2025. 75 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

Moulton Wealth Management held 36,273 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $972K as of Q2 2026.
Moulton Wealth Management bought 16,852 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2026, an estimated $441K.
WisdomTree Bloomberg US Dollar Bullish Fund made up 0.64% of Moulton Wealth Management's portfolio in Q2 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 6 quarters since.
Moulton Wealth Management's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $1.38M in Q1 2025.
75 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.