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 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 $49B AUM 17.78% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RFA

Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osborne Partners Capital Management's USDU Position: Q1 2026 in Review

Osborne Partners Capital Management increased its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 3.4% in Q1 2026, buying an estimated $452K and bringing the position to 530,739 shares worth $14M. The position accounts for 0.74% of the portfolio, ranked #43.

Osborne Partners Capital Management first reported a position in USDU in Q4 2022 and has held it in 14 quarters since. 67 funds tracked by Wall St. Rank hold USDU as of Q1 2026.

Osborne Partners Capital Management held 530,739 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $14M as of Q1 2026.
Osborne Partners Capital Management bought 17,496 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2026, an estimated $452K.
WisdomTree Bloomberg US Dollar Bullish Fund made up 0.74% of Osborne Partners Capital Management's portfolio in Q1 2026, its #43 holding.
Osborne Partners Capital Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2022 and has held it in 14 quarters since.
67 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2026.

Based on Osborne Partners Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.