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

Rockefeller 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
2026 Q2	–	Sell	-11,538	Closed	-$304K	–	4875
2026 Q1	$304K	Sell	11,538 -43,254	-79%	-$1.12M	﹤0.01%	2251
2025 Q4	$1.41M	Buy	+54,792	New	+$1.47M	﹤0.01%	1395
2023 Q1	–	Sell	-1,061	Closed	-$27K	–	3796
2022 Q4	$27K	Hold	1,061	–	–	﹤0.01%	2685
2022 Q3	$31K	Hold	1,061	–	–	﹤0.01%	2581
2022 Q2	$29K	Buy	+1,061	New	+$29.1K	﹤0.01%	2541

Other funds holding USDU

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Rockefeller Capital Management's USDU Position: Q2 2026 in Review

Rockefeller Capital Management sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2026, closing a stake of 11,538 shares — an estimated $304K sold.

Rockefeller Capital Management first reported a position in USDU in Q2 2022 and held it in 5 quarters. The position peaked at $1.41M in Q4 2025. 76 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

Rockefeller Capital Management reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q2 2026 after selling out during the quarter.
Rockefeller Capital Management sold 11,538 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2026, an estimated $304K.
Rockefeller Capital Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2022 and held it in 5 quarters.
Rockefeller Capital Management's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $1.41M in Q4 2025.
76 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.