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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.86M	Sell	184,703 -16,325	-8%	-$422K	2.34%	7
2025 Q4	$5.19M	Sell	201,028 -4,564	-2%	-$122K	2.51%	7
2025 Q3	$5.43M	Sell	205,592 -9,700	-5%	-$254K	2.56%	6
2025 Q2	$5.55M	Buy	215,292 +3,570	+2%	+$93.9K	2.79%	7
2025 Q1	$5.77M	Buy	211,722 +15,850	+8%	+$435K	3.26%	5
2024 Q4	$5.42M	Sell	195,872 -2,069	-1%	-$57.3K	3.08%	4
2024 Q3	$5.25M	Sell	197,941 -10,200	-5%	-$272K	2.93%	4
2024 Q2	$5.64M	Buy	208,141 +40	+0%	+$1.06K	3.33%	4
2024 Q1	$5.45M	Buy	208,101 +4,705	+2%	+$122K	3.19%	4
2023 Q4	$5.11M	Buy	203,396 +7,429	+4%	+$203K	3.34%	3
2023 Q3	$5.41M	Sell	195,967 -3,465	-2%	-$92.8K	3.85%	2
2023 Q2	$5.29M	Buy	199,432 +55,455	+39%	+$1.46M	3.43%	3
2023 Q1	$3.75M	Buy	143,977 +7,740	+6%	+$202K	2.66%	5
2022 Q4	$3.55M	Sell	136,237 -5,900	-4%	-$168K	2.92%	3
2022 Q3	$4.23M	Sell	142,137 -16,528	-10%	-$474K	3.93%	1
2022 Q2	$4.43M	Sell	158,665 -16,770	-10%	-$460K	3.72%	1
2022 Q1	$4.64M	Buy	175,435 +105	+0.1%	+$2.76K	3.12%	3
2021 Q4	$4.57M	Buy	175,330 +15,505	+10%	+$404K	3.16%	3
2021 Q3	$4.15M	Buy	159,825 +9,340	+6%	+$239K	3.02%	4
2021 Q2	$3.83M	Buy	150,485 +4,795	+3%	+$121K	2.81%	4
2021 Q1	$3.75M	Buy	145,690 +5,500	+4%	+$139K	3.02%	4
2020 Q4	$3.51M	Buy	140,190 +9,120	+7%	+$236K	3.04%	4
2020 Q3	$3.49M	Buy	131,070 +6,590	+5%	+$176K	3.5%	4
2020 Q2	$3.43M	Buy	124,480 +6,610	+6%	+$185K	5.43%	3
2020 Q1	$3.33M	Buy	117,870 +1,915	+2%	+$52.6K	7.12%	2
2019 Q4	$3.09M	Buy	+115,955	New	+$3.22M	4.9%	4