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 Q2	$7.68K	Buy	+287	New	+$7.52K	0.01%	52
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 $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.65B AUM 17.84% 1-Year Est. Return

PMV Capital Advisers's USDU Position: Q2 2026 in Review

PMV Capital Advisers opened a new position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2026: 287 shares worth $7.68K. The stake represents 0.01% of the portfolio and ranks #52 among its holdings. This is a return to the name: PMV Capital Advisers previously reported a position in USDU as recently as Q4 2025.

PMV Capital Advisers first reported a position in USDU in Q4 2024 and has held it in 5 quarters since. The position peaked at $952K in Q1 2025. 76 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

PMV Capital Advisers held 287 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $7.68K as of Q2 2026.
WisdomTree Bloomberg US Dollar Bullish Fund was a new PMV Capital Advisers position in Q2 2026.
WisdomTree Bloomberg US Dollar Bullish Fund made up 0.01% of PMV Capital Advisers's portfolio in Q2 2026, its #52 holding.
PMV Capital Advisers first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2024 and has held it in 5 quarters since.
PMV Capital Advisers's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $952K in Q1 2025.
76 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on PMV Capital Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.