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 Q1	$227K	Buy	+8,629	New	+$223K	0.01%	1001

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

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 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

PFG Investments's USDU Position: Q1 2026 in Review

PFG Investments opened a new position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2026: 8,629 shares worth $227K. The stake represents 0.01% of the portfolio and ranks #1001 among its holdings.

67 funds tracked by Wall St. Rank hold USDU as of Q1 2026.

PFG Investments held 8,629 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $227K as of Q1 2026.
WisdomTree Bloomberg US Dollar Bullish Fund was a new PFG Investments position in Q1 2026.
WisdomTree Bloomberg US Dollar Bullish Fund made up 0.01% of PFG Investments's portfolio in Q1 2026, its #1001 holding.
67 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2026.

Based on PFG Investments's 13F filing for Q1 2026, filed 27 Apr 2026.