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
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

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 $403M AUM 28.73% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 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 $208M AUM 29.36% 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

NVWM LLC's USDU Position: Q2 2025 in Review

NVWM LLC sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2025, closing a stake of 5,674 shares — an estimated $155K sold.

NVWM LLC first reported a position in USDU in Q1 2022 and held it in 6 quarters. The position peaked at $5.97M in Q2 2022. 54 funds tracked by Wall St. Rank hold USDU as of Q2 2025.

NVWM LLC reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q2 2025 after selling out during the quarter.
NVWM LLC sold 5,674 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2025, an estimated $155K.
NVWM LLC first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2022 and held it in 6 quarters.
NVWM LLC's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $5.97M in Q2 2022.
54 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2025.

Based on NVWM LLC's 13F filing for Q2 2025, filed 6 Aug 2025.