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

PFG Investments’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	–	Sell	-8,629	Closed	-$227K	–	1340
2026 Q1	$227K	Buy	+8,629	New	+$223K	0.01%	1001

Other funds holding USDU

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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 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 $1.59B AUM 11.62% 1-Year Est. Return

PFG Investments's USDU Position: Q2 2026 in Review

PFG Investments sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2026, closing a stake of 8,629 shares — an estimated $227K sold.

PFG Investments first reported a position in USDU in Q1 2026 and held it in 1 quarter. The position peaked at $227K in Q1 2026. 76 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

PFG Investments reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q2 2026 after selling out during the quarter.
PFG Investments sold 8,629 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2026, an estimated $227K.
PFG Investments first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2026 and held it in 1 quarter.
PFG Investments's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $227K in Q1 2026.
76 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.