Steward Partners Investment Advisory’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-44	Closed	-$1.2K	–	4247
2025 Q1	$1.2K	Sell	44 -199	-82%	-$5.42K	﹤0.01%	3736
2024 Q4	$6.72K	Buy	+243	New	+$6.72K	﹤0.01%	3260