Smartleaf Asset Management’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Smartleaf Asset 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 Q1	$6.17K	Buy	233 +70	+43%	+$1.81K	﹤0.01%	2568
2025 Q4	$4.2K	Buy	163 +44	+37%	+$1.18K	﹤0.01%	2770
2025 Q3	$3.14K	Buy	119 +52	+78%	+$1.36K	﹤0.01%	2495
2025 Q2	$1.73K	Hold	67	–	–	﹤0.01%	2374
2025 Q1	$1.82K	Buy	+67	New	+$1.84K	﹤0.01%	2490

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 $1.89B 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

Smartleaf Asset Management's USDU Position: Q1 2026 in Review

Smartleaf Asset Management increased its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 43% in Q1 2026, buying an estimated $1.81K and bringing the position to 233 shares worth $6.17K. The position accounts for ﹤0.01% of the portfolio, ranked #2568.

Smartleaf Asset Management first reported a position in USDU in Q1 2025 and has held it in 5 quarters since. 67 funds tracked by Wall St. Rank hold USDU as of Q1 2026.

Smartleaf Asset Management held 233 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $6.17K as of Q1 2026.
Smartleaf Asset Management bought 70 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2026, an estimated $1.81K.
WisdomTree Bloomberg US Dollar Bullish Fund made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2568 holding.
Smartleaf Asset Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2025 and has held it in 5 quarters since.
67 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.