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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-18,714	Closed	-$510K	–	185
2025 Q1	$510K	Buy	18,714 +5,496	+42%	+$150K	0.29%	99
2024 Q4	$366K	Sell	13,218 -20,499	-61%	-$567K	0.16%	140
2024 Q3	$895K	Buy	+33,717	New	+$895K	0.42%	71