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NewEdge Advisors’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

NewEdge Advisors’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
Q3 		– Sell
-3
Closed -$86 – 4255
2025
Q2 		$86 Hold
3
– – ﹤0.01% 3915
2025
Q1 		$91 Hold
3
– – ﹤0.01% 3829
2024
Q4 		$92 Hold
3
– – ﹤0.01% 3787
2024
Q3 		$85 Hold
3
– – ﹤0.01% 3723
2024
Q2 		$87 Hold
3
– – ﹤0.01% 3693
2024
Q1 		$84 Hold
3
– – ﹤0.01% 3709
2023
Q4 		$81 Sell
3
-57,190
-100% -$1.57M ﹤0.01% 3650
2023
Q3 		$1.58M Buy
57,193
+38,813
+211% +$1.04M 0.02% 673
2023
Q2 		$487K Sell
18,380
-35,076
-66% -$921K 0.01% 1202
2023
Q1 		$1.39M Buy
53,456
+2,997
+6% +$78.2K 0.02% 661
2022
Q4 		$1.31M Sell
50,459
-1,171
-2% -$33.4K 0.04% 435
2022
Q3 		$1.54M Sell
51,630
-9,839
-16% -$282K 0.03% 501
2022
Q2 		$1.72M Buy
+61,469
New +$1.69M 0.03% 479

Other funds holding USDU

GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return

NewEdge Advisors's USDU Position: Q3 2025 in Review

NewEdge Advisors sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q3 2025, closing a stake of 3 shares — an estimated $86 sold.

NewEdge Advisors first reported a position in USDU in Q2 2022 and held it in 13 quarters. The position peaked at $1.72M in Q2 2022. 42 funds tracked by Wall St. Rank hold USDU as of Q3 2025.

  • NewEdge Advisors reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q3 2025 after selling out during the quarter.
  • NewEdge Advisors sold 3 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q3 2025, an estimated $86.
  • NewEdge Advisors first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2022 and held it in 13 quarters.
  • NewEdge Advisors's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $1.72M in Q2 2022.
  • 42 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2025.

Based on NewEdge Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.