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Synergy Asset Management’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Synergy Asset Management’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 		$307K Buy
+11,462
New +$300K 0.03% 208
2025
Q1 		– Sell
-81
Closed -$2.15K – 799
2024
Q4 		$2.15K Buy
+81
New +$2.24K ﹤0.01% 672
2022
Q4 		– Sell
-239,496
Closed -$7.13M – 133
2022
Q3 		$7.13M Buy
+239,496
New +$6.87M 1.92% 12

Other funds holding USDU

GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
SFG
Sovereign Financial Group Stamford, Connecticut $654M AUM 32.34% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return
WA
Waystone Advisors Redmond, Washington $134M AUM
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

Synergy Asset Management's USDU Position: Q2 2026 in Review

Synergy Asset Management opened a new position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2026: 11,462 shares worth $307K. The stake represents 0.03% of the portfolio and ranks #208 among its holdings. This is a return to the name: Synergy Asset Management previously reported a position in USDU as recently as Q4 2024.

Synergy Asset Management first reported a position in USDU in Q3 2022 and has held it in 3 quarters since. The position peaked at $7.13M in Q3 2022. 17 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

  • Synergy Asset Management held 11,462 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $307K as of Q2 2026.
  • WisdomTree Bloomberg US Dollar Bullish Fund was a new Synergy Asset Management position in Q2 2026.
  • WisdomTree Bloomberg US Dollar Bullish Fund made up 0.03% of Synergy Asset Management's portfolio in Q2 2026, its #208 holding.
  • Synergy Asset Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2022 and has held it in 3 quarters since.
  • Synergy Asset Management's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $7.13M in Q3 2022.
  • 17 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.