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

Steward Partners Investment Advisory’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 Q2	–	Sell	-44	Closed	-$1.2K	–	4247
2025 Q1	$1.2K	Sell	44 -199	-82%	-$5.46K	﹤0.01%	3736
2024 Q4	$6.72K	Buy	+243	New	+$6.73K	﹤0.01%	3260

Other funds holding USDU

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SPFA

Summit Place Financial Advisors Summit, New Jersey $228M AUM 26.15% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

Steward Partners Investment Advisory's USDU Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2025, closing a stake of 44 shares — an estimated $1.2K sold.

Steward Partners Investment Advisory first reported a position in USDU in Q4 2024 and held it in 2 quarters. The position peaked at $6.72K in Q4 2024. 54 funds tracked by Wall St. Rank hold USDU as of Q2 2025.

Steward Partners Investment Advisory reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q2 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 44 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2025, an estimated $1.2K.
Steward Partners Investment Advisory first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2024 and held it in 2 quarters.
Steward Partners Investment Advisory's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $6.72K in Q4 2024.
54 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.