NC
USDU icon

NewSquare Capital’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

NewSquare Capital’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
-73,608
Closed -$1.9M – 1178
2025
Q2 		$1.9M Buy
73,608
+1,522
+2% +$40K 0.14% 105
2025
Q1 		$1.97M Sell
72,086
-2,736
-4% -$75K 0.16% 105
2024
Q4 		$2.07M Buy
74,822
+1,656
+2% +$45.9K 0.17% 107
2024
Q3 		$1.94M Buy
73,166
+837
+1% +$22.4K 0.15% 107
2024
Q2 		$1.96M Buy
72,329
+270
+0.4% +$7.19K 0.17% 104
2024
Q1 		$1.89M Buy
72,059
+3,227
+5% +$83.4K 0.17% 102
2023
Q4 		$1.73M Buy
68,832
+872
+1% +$23.9K 0.17% 109
2023
Q3 		$1.88M Sell
67,960
-300
-0.4% -$8.03K 0.2% 102
2023
Q2 		$1.81M Buy
68,260
+2,995
+5% +$78.6K 0.19% 107
2023
Q1 		$1.7M Sell
65,265
-790
-1% -$20.6K 0.2% 111
2022
Q4 		$1.72M Sell
66,055
-365
-0.5% -$10.4K 0.21% 106
2022
Q3 		$1.98M Sell
66,420
-1,660
-2% -$47.7K 0.25% 100
2022
Q2 		$1.9M Buy
68,080
+2,620
+4% +$71.9K 0.24% 101
2022
Q1 		$1.73M Buy
65,460
+4,585
+8% +$121K 0.18% 109
2021
Q4 		$1.59M Buy
+60,875
New +$1.59M 0.17% 111
2020
Q4 		– Sell
-20
Closed -$1K – 386
2020
Q3 		$1K Sell
20
-28,315
-100% -$757K ﹤0.01% 322
2020
Q2 		$782K Buy
28,335
+210
+0.7% +$5.89K 0.13% 112
2020
Q1 		$795K Buy
28,125
+4,860
+21% +$134K 0.15% 105
2019
Q4 		$620K Buy
23,265
+620
+3% +$17.2K 0.1% 100
2019
Q3 		$638K Buy
22,645
+955
+4% +$26.6K 0.12% 88
2019
Q2 		$591K Buy
21,690
+1,635
+8% +$44.9K 0.11% 84
2019
Q1 		$548K Buy
20,055
+650
+3% +$17.6K 0.1% 83
2018
Q4 		$525K Buy
19,405
+495
+3% +$13.5K 0.11% 84
2018
Q3 		$506K Buy
+18,910
New +$504K 0.1% 88
2017
Q2 		– Sell
-15,755
Closed -$427K – 328
2017
Q1 		$427K Buy
15,755
+275
+2% +$7.57K 0.1% 92
2016
Q4 		$433K Buy
+15,480
New +$422K 0.11% 106
2016
Q1 		– Sell
-1,851
Closed -$51K – 420
2015
Q4 		$51K Buy
1,851
+1,056
+133% +$30.3K 0.01% 148
2015
Q3 		$23K Buy
+795
New +$22.7K 0.01% 192
2015
Q2 		– Sell
-60
Closed -$2K – 359
2015
Q1 		$2K Buy
+60
New +$1.68K ﹤0.01% 287

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 $228M AUM 26.15% 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

NewSquare Capital's USDU Position: Q3 2025 in Review

NewSquare Capital sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q3 2025, closing a stake of 73,608 shares — an estimated $1.9M sold.

NewSquare Capital first reported a position in USDU in Q1 2015 and held it in 29 quarters. The position peaked at $2.07M in Q4 2024. 42 funds tracked by Wall St. Rank hold USDU as of Q3 2025.

  • NewSquare Capital reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 73,608 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q3 2025, an estimated $1.9M.
  • NewSquare Capital first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2015 and held it in 29 quarters.
  • NewSquare Capital's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $2.07M in Q4 2024.
  • 42 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.