Osaic Holdings
USDU icon

Osaic Holdings’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Osaic Holdings’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 		$2.54M Sell
94,812
-4,827
-5% -$126K ﹤0.01% 2107
2026
Q1 		$2.62M Buy
99,639
+94,840
+1,976% +$2.45M ﹤0.01% 1846
2025
Q4 		$124K Sell
4,799
-785
-14% -$21K ﹤0.01% 4531
2025
Q3 		$147K Sell
5,584
-2,742
-33% -$71.9K ﹤0.01% 4478
2025
Q2 		$215K Sell
8,326
-360
-4% -$9.47K ﹤0.01% 3875
2025
Q1 		$237K Sell
8,686
-6,636
-43% -$182K ﹤0.01% 3492
2024
Q4 		$424K Buy
15,322
+5,065
+49% +$140K ﹤0.01% 2946
2024
Q3 		$272K Sell
10,257
-179,583
-95% -$4.8M ﹤0.01% 3394
2024
Q2 		$5.14M Buy
189,840
+169,743
+845% +$4.52M 0.01% 990
2024
Q1 		$527K Sell
20,097
-6,780
-25% -$175K ﹤0.01% 2893
2023
Q4 		$676K Buy
26,877
+12,785
+91% +$350K ﹤0.01% 2898
2023
Q3 		$389K Buy
14,092
+3,348
+31% +$89.7K ﹤0.01% 3468
2023
Q2 		$285K Sell
10,744
-286,502
-96% -$7.52M ﹤0.01% 3617
2023
Q1 		$7.75M Buy
297,246
+97,648
+49% +$2.55M 0.01% 894
2022
Q4 		$5.2M Buy
199,598
+143,015
+253% +$4.08M 0.01% 1073
2022
Q3 		$1.69M Buy
56,583
+22,916
+68% +$658K ﹤0.01% 1761
2022
Q2 		$939K Buy
33,667
+477
+1% +$13.1K ﹤0.01% 2337
2022
Q1 		$10.5M Buy
33,190
+3,069
+10% +$80.7K 0.02% 737
2021
Q4 		$785K Buy
30,121
+1,728
+6% +$45.1K ﹤0.01% 2622
2021
Q3 		$737K Sell
28,393
-844
-3% -$21.6K ﹤0.01% 2626
2021
Q2 		$744K Buy
29,237
+28,681
+5,158% +$724K ﹤0.01% 2610
2021
Q1 		$14K Sell
556
-1,024
-65% -$26K ﹤0.01% 5712
2020
Q4 		$40K Sell
1,580
-1,056
-40% -$27.3K ﹤0.01% 4729
2020
Q3 		$71K Buy
2,636
+253
+11% +$6.76K ﹤0.01% 4065
2020
Q2 		$65K Hold
2,383
– – ﹤0.01% 4001
2020
Q1 		$68K Buy
+2,383
New +$65.5K ﹤0.01% 3756

Other funds holding USDU

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
Morgan Stanley
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
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

Osaic Holdings's USDU Position: Q2 2026 in Review

Osaic Holdings reduced its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 4.8% in Q2 2026, selling an estimated $126K and leaving 94,812 shares worth $2.54M. The position accounts for ﹤0.01% of the portfolio, ranked #2107.

Osaic Holdings first reported a position in USDU in Q1 2020 and has held it in 26 quarters since. The position peaked at $10.5M in Q1 2022. 76 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

  • Osaic Holdings held 94,812 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $2.54M as of Q2 2026.
  • Osaic Holdings sold 4,827 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2026, an estimated $126K.
  • WisdomTree Bloomberg US Dollar Bullish Fund made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2107 holding.
  • Osaic Holdings first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $10.5M in Q1 2022.
  • 76 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.