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TAP Consulting’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

TAP Consulting’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
2024
Q4 		$1.54M Buy
55,547
+2,374
+4% +$65.7K 0.31% 83
2024
Q3 		$1.41M Buy
53,173
+6,336
+14% +$169K 0.28% 89
2024
Q2 		$1.27M Buy
46,837
+7,452
+19% +$198K 0.27% 97
2024
Q1 		$1.03M Buy
39,385
+6,164
+19% +$159K 0.23% 100
2023
Q4 		$834K Sell
33,221
-995
-3% -$27.2K 0.2% 92
2023
Q3 		$945K Buy
34,216
+3,812
+13% +$102K 0.24% 93
2023
Q2 		$806K Buy
+30,404
New +$798K 0.2% 95

Other funds holding USDU

3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

TAP Consulting's USDU Position: Q4 2024 in Review

TAP Consulting increased its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 4.5% in Q4 2024, buying an estimated $65.7K and bringing the position to 55,547 shares worth $1.54M. The position accounts for 0.31% of the portfolio, ranked #83.

TAP Consulting first reported a position in USDU in Q2 2023 and has held it in 7 quarters since. 71 funds tracked by Wall St. Rank hold USDU as of Q4 2024.

  • TAP Consulting held 55,547 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $1.54M as of Q4 2024.
  • TAP Consulting bought 2,374 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q4 2024, an estimated $65.7K.
  • WisdomTree Bloomberg US Dollar Bullish Fund made up 0.31% of TAP Consulting's portfolio in Q4 2024, its #83 holding.
  • TAP Consulting first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2023 and has held it in 7 quarters since.
  • 71 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.