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

Summit Place Financial Advisors’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	$5.12M	Buy	191,313 +6,610	+4%	+$173K	2.24%	9
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

Other funds holding USDU

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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 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

Summit Place Financial Advisors's USDU Position: Q2 2026 in Review

Summit Place Financial Advisors increased its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 3.6% in Q2 2026, buying an estimated $173K and bringing the position to 191,313 shares worth $5.12M. The position accounts for 2.24% of the portfolio, ranked #9.

Summit Place Financial Advisors first reported a position in USDU in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.77M in Q1 2025. 76 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

Summit Place Financial Advisors held 191,313 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $5.12M as of Q2 2026.
Summit Place Financial Advisors bought 6,610 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2026, an estimated $173K.
WisdomTree Bloomberg US Dollar Bullish Fund made up 2.24% of Summit Place Financial Advisors's portfolio in Q2 2026, its #9 holding.
Summit Place Financial Advisors first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2019 and has held it in 27 quarters since.
Summit Place Financial Advisors's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $5.77M in Q1 2025.
76 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.