Osborne Partners Capital Management’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Osborne Partners Capital Management’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	$14.9M	Buy	556,910 +26,171	+5%	+$685K	0.83%	35
2026 Q1	$14M	Buy	530,739 +17,496	+3%	+$452K	0.74%	43
2025 Q4	$13.2M	Buy	513,243 +938	+0.2%	+$25.1K	0.68%	51
2025 Q3	$13.5M	Buy	512,305 +32,550	+7%	+$854K	0.69%	50
2025 Q2	$12.4M	Buy	479,755 +6,305	+1%	+$166K	0.66%	55
2025 Q1	$12.9M	Buy	473,450 +11,425	+2%	+$313K	0.74%	44
2024 Q4	$12.8M	Buy	462,025 +3,956	+0.9%	+$110K	0.74%	43
2024 Q3	$12.2M	Buy	458,069 +10,260	+2%	+$274K	0.69%	51
2024 Q2	$12.1M	Buy	447,809 +2,120	+0.5%	+$56.4K	0.73%	46
2024 Q1	$11.7M	Buy	445,689 +3,304	+0.7%	+$85.3K	0.72%	51
2023 Q4	$11.1M	Sell	442,385 -2,472	-0.6%	-$67.7K	0.73%	44
2023 Q3	$12.3M	Buy	444,857 +9,284	+2%	+$249K	0.91%	33
2023 Q2	$11.6M	Buy	435,573 +18,266	+4%	+$479K	0.83%	37
2023 Q1	$10.9M	Buy	417,307 +26,268	+7%	+$685K	0.8%	40
2022 Q4	$10.2M	Buy	+391,039	New	+$11.2M	0.8%	39

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

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

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

Osborne Partners Capital Management's USDU Position: Q2 2026 in Review

Osborne Partners Capital Management increased its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 4.9% in Q2 2026, buying an estimated $685K and bringing the position to 556,910 shares worth $14.9M. The position accounts for 0.83% of the portfolio, ranked #35.

Osborne Partners Capital Management first reported a position in USDU in Q4 2022 and has held it in 15 quarters since. 76 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

Osborne Partners Capital Management held 556,910 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $14.9M as of Q2 2026.
Osborne Partners Capital Management bought 26,171 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2026, an estimated $685K.
WisdomTree Bloomberg US Dollar Bullish Fund made up 0.83% of Osborne Partners Capital Management's portfolio in Q2 2026, its #35 holding.
Osborne Partners Capital Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2022 and has held it in 15 quarters since.
76 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on Osborne Partners Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.