Osborne Partners Capital Management’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Buy |
479,755
+6,305
| +1% | +$162K | 0.66% | 55 |
|
|
2025
Q1 | $12.9M | Buy |
473,450
+11,425
| +2% | +$311K | 0.74% | 44 |
|
|
2024
Q4 | $12.8M | Buy |
462,025
+3,956
| +0.9% | +$109K | 0.74% | 43 |
|
|
2024
Q3 | $12.2M | Buy |
458,069
+10,260
| +2% | +$272K | 0.69% | 51 |
|
|
2024
Q2 | $12.1M | Buy |
447,809
+2,120
| +0.5% | +$57.4K | 0.73% | 46 |
|
|
2024
Q1 | $11.7M | Buy |
445,689
+3,304
| +0.7% | +$86.6K | 0.72% | 51 |
|
|
2023
Q4 | $11.1M | Sell |
442,385
-2,472
| -0.6% | -$62.1K | 0.73% | 44 |
|
|
2023
Q3 | $12.3M | Buy |
444,857
+9,284
| +2% | +$256K | 0.91% | 33 |
|
|
2023
Q2 | $11.6M | Buy |
435,573
+18,266
| +4% | +$484K | 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 | +$10.2M | 0.8% | 39 |
|