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

Napa 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
2025 Q2	–	Sell	-18,714	Closed	-$510K	–	185
2025 Q1	$510K	Buy	18,714 +5,496	+42%	+$151K	0.29%	99
2024 Q4	$366K	Sell	13,218 -20,499	-61%	-$568K	0.16%	140
2024 Q3	$895K	Buy	+33,717	New	+$900K	0.42%	71

Other funds holding USDU

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

OPCM

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

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

SPFA

Summit Place Financial Advisors Summit, New Jersey $228M AUM 26.15% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

Napa Wealth Management's USDU Position: Q2 2025 in Review

Napa Wealth Management sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2025, closing a stake of 18,714 shares — an estimated $510K sold.

Napa Wealth Management first reported a position in USDU in Q3 2024 and held it in 3 quarters. The position peaked at $895K in Q3 2024. 54 funds tracked by Wall St. Rank hold USDU as of Q2 2025.

Napa Wealth Management reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q2 2025 after selling out during the quarter.
Napa Wealth Management sold 18,714 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2025, an estimated $510K.
Napa Wealth Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2024 and held it in 3 quarters.
Napa Wealth Management's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $895K in Q3 2024.
54 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2025.

Based on Napa Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.