PMV Capital Advisers’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

PMV Capital Advisers’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	–	Sell	-5,282	Closed	-$136K	–	150
2025 Q4	$136K	Buy	+5,282	New	+$141K	0.25%	29
2025 Q3	–	Sell	-668	Closed	-$17.2K	–	115
2025 Q2	$17.2K	Sell	668 -34,265	-98%	-$902K	0.04%	62
2025 Q1	$952K	Buy	34,933 +28,160	+416%	+$772K	2.31%	10
2024 Q4	$187K	Buy	+6,773	New	+$188K	0.5%	22

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

PMV Capital Advisers's USDU Position: Q1 2026 in Review

PMV Capital Advisers sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2026, closing a stake of 5,282 shares — an estimated $136K sold.

PMV Capital Advisers first reported a position in USDU in Q4 2024 and held it in 4 quarters. The position peaked at $952K in Q1 2025. 67 funds tracked by Wall St. Rank hold USDU as of Q1 2026.

PMV Capital Advisers reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2026 after selling out during the quarter.
PMV Capital Advisers sold 5,282 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2026, an estimated $136K.
PMV Capital Advisers first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2024 and held it in 4 quarters.
PMV Capital Advisers's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $952K in Q1 2025.
67 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2026.

Based on PMV Capital Advisers's 13F filing for Q1 2026, filed 16 Apr 2026.