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PFG Advisors’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

PFG Advisors’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
-10,421
Closed -$284K – 757
2025
Q1 		$284K Sell
10,421
-456
-4% -$12.5K 0.02% 597
2024
Q4 		$301K Buy
10,877
+718
+7% +$19.9K 0.02% 581
2024
Q3 		$270K Sell
10,159
-269,845
-96% -$7.21M 0.02% 619
2024
Q2 		$7.59M Buy
280,004
+5,123
+2% +$136K 0.51% 46
2024
Q1 		$7.2M Sell
274,881
-49,859
-15% -$1.29M 0.53% 44
2023
Q4 		$8.15M Buy
324,740
+28,928
+10% +$792K 0.66% 33
2023
Q3 		$8.17M Buy
295,812
+46,858
+19% +$1.25M 0.73% 29
2023
Q2 		$6.6M Buy
248,954
+33,030
+15% +$867K 0.5% 43
2023
Q1 		$5.63M Buy
+215,924
New +$5.63M 0.47% 47

Other funds holding USDU

GG
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 $404M AUM 19.8% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $228M AUM 26.15% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
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

PFG Advisors's USDU Position: Q2 2025 in Review

PFG Advisors sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2025, closing a stake of 10,421 shares — an estimated $284K sold.

PFG Advisors first reported a position in USDU in Q1 2023 and held it in 9 quarters. The position peaked at $8.17M in Q3 2023. 54 funds tracked by Wall St. Rank hold USDU as of Q2 2025.

  • PFG Advisors reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q2 2025 after selling out during the quarter.
  • PFG Advisors sold 10,421 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2025, an estimated $284K.
  • PFG Advisors first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2023 and held it in 9 quarters.
  • PFG Advisors's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $8.17M in Q3 2023.
  • 54 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2025.

Based on PFG Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.