Rossby Financial’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Rossby Financial’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	$5.75K	Buy	+219	New	+$5.66K	﹤0.01%	1452

Other funds holding USDU

AssetMark Inc Concord, California $49B AUM 17.78% 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 $1.89B AUM 16.21% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

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

EMAM

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $1.12B AUM 22.08% 1-Year Est. Return

AFP

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

Rossby Financial's USDU Position: Q1 2026 in Review

Rossby Financial opened a new position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2026: 219 shares worth $5.75K. The stake represents ﹤0.01% of the portfolio and ranks #1452 among its holdings.

67 funds tracked by Wall St. Rank hold USDU as of Q1 2026.

Rossby Financial held 219 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $5.75K as of Q1 2026.
WisdomTree Bloomberg US Dollar Bullish Fund was a new Rossby Financial position in Q1 2026.
WisdomTree Bloomberg US Dollar Bullish Fund made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #1452 holding.
67 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.