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

Summit Financial’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
-59,015
Closed -$1.61M – 833
2025
Q1 		$1.61M Buy
+59,015
New +$1.62M 0.05% 292

Other funds holding USDU

GG
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 $1.89B AUM 16.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
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

Summit Financial's USDU Position: Q2 2025 in Review

Summit Financial sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2025, closing a stake of 59,015 shares — an estimated $1.61M sold.

Summit Financial first reported a position in USDU in Q1 2025 and held it in 1 quarter. The position peaked at $1.61M in Q1 2025. 54 funds tracked by Wall St. Rank hold USDU as of Q2 2025.

  • Summit Financial reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q2 2025 after selling out during the quarter.
  • Summit Financial sold 59,015 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2025, an estimated $1.61M.
  • Summit Financial first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2025 and held it in 1 quarter.
  • Summit Financial's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $1.61M in Q1 2025.
  • 54 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2025.

Based on Summit Financial's 13F filing for Q2 2025, filed 13 Aug 2025.