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Portside Wealth Group’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Portside Wealth Group’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
Q1 		– Sell
-30,826
Closed -$853K – 452
2024
Q4 		$853K Buy
+30,826
New +$854K 0.14% 163

Other funds holding USDU

GG
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $208M AUM 29.36% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Portside Wealth Group's USDU Position: Q1 2025 in Review

Portside Wealth Group sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2025, closing a stake of 30,826 shares — an estimated $853K sold.

Portside Wealth Group first reported a position in USDU in Q4 2024 and held it in 1 quarter. The position peaked at $853K in Q4 2024. 57 funds tracked by Wall St. Rank hold USDU as of Q1 2025.

  • Portside Wealth Group reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2025 after selling out during the quarter.
  • Portside Wealth Group sold 30,826 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2025, an estimated $853K.
  • Portside Wealth Group first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2024 and held it in 1 quarter.
  • Portside Wealth Group's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $853K in Q4 2024.
  • 57 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2025.

Based on Portside Wealth Group's 13F filing for Q1 2025, filed 10 Apr 2025.