NVWM LLC’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

NVWM LLC’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	$117K	Buy	+4,365	New	+$114K	0.02%	202
2025 Q2	–	Sell	-5,674	Closed	-$155K	–	717
2025 Q1	$155K	Buy	+5,674	New	+$156K	0.04%	199
2023 Q4	–	Sell	-32,154	Closed	-$888K	–	458
2023 Q3	$888K	Buy	32,154 +16,942	+111%	+$454K	0.29%	107
2023 Q2	$403K	Sell	15,212 -4,173	-22%	-$110K	0.13%	173
2023 Q1	$505K	Buy	+19,385	New	+$506K	0.17%	162
2022 Q3	–	Sell	-213,812	Closed	-$5.97M	–	494
2022 Q2	$5.97M	Buy	213,812 +871	+0.4%	+$23.9K	2.32%	6
2022 Q1	$5.64M	Buy	+212,941	New	+$5.6M	1.79%	6

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

NVWM LLC's USDU Position: Q2 2026 in Review

NVWM LLC opened a new position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2026: 4,365 shares worth $117K. The stake represents 0.02% of the portfolio and ranks #202 among its holdings. This is a return to the name: NVWM LLC previously reported a position in USDU as recently as Q1 2025.

NVWM LLC first reported a position in USDU in Q1 2022 and has held it in 7 quarters since. The position peaked at $5.97M in Q2 2022. 76 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

NVWM LLC held 4,365 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $117K as of Q2 2026.
WisdomTree Bloomberg US Dollar Bullish Fund was a new NVWM LLC position in Q2 2026.
WisdomTree Bloomberg US Dollar Bullish Fund made up 0.02% of NVWM LLC's portfolio in Q2 2026, its #202 holding.
NVWM LLC first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2022 and has held it in 7 quarters since.
NVWM LLC's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $5.97M in Q2 2022.
76 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on NVWM LLC's 13F filing for Q2 2026, filed 29 Jul 2026.