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

Sovereign Financial Group’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 		$975K Buy
36,459
+1,688
+5% +$44.2K 0.15% 127
2026
Q1 		$916K Buy
34,771
+1,383
+4% +$35.7K 0.16% 123
2025
Q4 		$861K Buy
33,388
+1,960
+6% +$52.5K 0.15% 129
2025
Q3 		$829K Buy
+31,428
New +$825K 0.16% 125

Other funds holding USDU

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
Morgan Stanley
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
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

Sovereign Financial Group's USDU Position: Q2 2026 in Review

Sovereign Financial Group increased its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 4.9% in Q2 2026, buying an estimated $44.2K and bringing the position to 36,459 shares worth $975K. The position accounts for 0.15% of the portfolio, ranked #127.

Sovereign Financial Group first reported a position in USDU in Q3 2025 and has held it in 4 quarters since. 76 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

  • Sovereign Financial Group held 36,459 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $975K as of Q2 2026.
  • Sovereign Financial Group bought 1,688 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2026, an estimated $44.2K.
  • WisdomTree Bloomberg US Dollar Bullish Fund made up 0.15% of Sovereign Financial Group's portfolio in Q2 2026, its #127 holding.
  • Sovereign Financial Group first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2025 and has held it in 4 quarters since.
  • 76 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.