Prevail Innovative Wealth Advisors’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Prevail Innovative Wealth Advisors’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	-171,248	Closed	-$4.42M	–	228
2025 Q4	$4.42M	Buy	171,248 +5,538	+3%	+$148K	0.79%	44
2025 Q3	$4.37M	Buy	+165,710	New	+$4.35M	0.85%	37

Other funds holding USDU

AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $1.8B AUM 22.23% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 $1.38B AUM 28.41% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

Prevail Innovative Wealth Advisors's USDU Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2026, closing a stake of 171,248 shares — an estimated $4.42M sold.

Prevail Innovative Wealth Advisors first reported a position in USDU in Q3 2025 and held it in 2 quarters. The position peaked at $4.42M in Q4 2025. 67 funds tracked by Wall St. Rank hold USDU as of Q1 2026.

Prevail Innovative Wealth Advisors reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2026 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 171,248 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2026, an estimated $4.42M.
Prevail Innovative Wealth Advisors first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2025 and held it in 2 quarters.
Prevail Innovative Wealth Advisors's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $4.42M in Q4 2025.
67 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.