Simplex Trading’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Simplex Trading’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	-2,672	Closed	-$68K	–	10142
2025 Q2	$68K	Buy	+2,672	New	+$70.3K	﹤0.01%	5616
2023 Q2	–	Sell	-1,000	Closed	-$26K	–	10004
2023 Q1	$26K	Buy	1,000 +918	+1,120%	+$23.9K	﹤0.01%	6646
2022 Q4	$2K	Buy	+82	New	+$2.34K	﹤0.01%	8666
2022 Q2	–	Sell	-83	Closed	-$2K	–	11159
2022 Q1	$2K	Sell	83 -60	-42%	-$1.58K	﹤0.01%	9949
2021 Q4	$3K	Buy	+143	New	+$3.73K	﹤0.01%	9884

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 $605M AUM 28.64% 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

Simplex Trading's USDU Position: Q3 2025 in Review

Simplex Trading sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q3 2025, closing a stake of 2,672 shares — an estimated $68K sold.

Simplex Trading first reported a position in USDU in Q4 2021 and held it in 5 quarters. The position peaked at $68K in Q2 2025. 42 funds tracked by Wall St. Rank hold USDU as of Q3 2025.

Simplex Trading reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q3 2025 after selling out during the quarter.
Simplex Trading sold 2,672 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q3 2025, an estimated $68K.
Simplex Trading first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2021 and held it in 5 quarters.
Simplex Trading's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $68K in Q2 2025.
42 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2025.

Based on Simplex Trading's 13F filing for Q3 2025, filed 12 Nov 2025.