Raleigh Capital Management’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Raleigh Capital Management’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 Q3	–	Sell	-25,185	Closed	-$649K	–	670
2025 Q2	$649K	Buy	+25,185	New	+$663K	0.27%	100
2023 Q2	–	Sell	-28,873	Closed	-$753K	–	923
2023 Q1	$753K	Sell	28,873 -32,184	-53%	-$839K	0.37%	87
2022 Q4	$1.59M	Sell	61,057 -8,168	-12%	-$233K	0.83%	38
2022 Q3	$2.06M	Buy	69,225 +5,904	+9%	+$169K	1.21%	17
2022 Q2	$1.79M	Buy	63,321 +2,080	+3%	+$57.1K	1.02%	25
2022 Q1	$1.62M	Buy	+61,241	New	+$1.61M	0.88%	29

Other funds holding USDU

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

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

SPFA

Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

MWM

Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return

Raleigh Capital Management's USDU Position: Q3 2025 in Review

Raleigh Capital Management sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q3 2025, closing a stake of 25,185 shares — an estimated $649K sold.

Raleigh Capital Management first reported a position in USDU in Q1 2022 and held it in 6 quarters. The position peaked at $2.06M in Q3 2022. 42 funds tracked by Wall St. Rank hold USDU as of Q3 2025.

Raleigh Capital Management reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q3 2025 after selling out during the quarter.
Raleigh Capital Management sold 25,185 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q3 2025, an estimated $649K.
Raleigh Capital Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2022 and held it in 6 quarters.
Raleigh Capital Management's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $2.06M in Q3 2022.
42 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2025.

Based on Raleigh Capital Management's 13F filing for Q3 2025, filed 4 Nov 2025.