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TCTC Holdings’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

TCTC Holdings’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
Q1 		– Sell
-22
Closed -$568 – 567
2025
Q4 		$568 Hold
22
– – ﹤0.01% 594
2025
Q3 		$581 Hold
22
– – ﹤0.01% 590
2025
Q2 		$567 Hold
22
– – ﹤0.01% 625
2025
Q1 		$600 Hold
22
– – ﹤0.01% 661
2024
Q4 		$609 Hold
22
– – ﹤0.01% 695
2024
Q3 		$584 Hold
22
– – ﹤0.01% 505
2024
Q2 		$596 Buy
+22
New +$586 ﹤0.01% 515

Other funds holding USDU

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

TCTC Holdings's USDU Position: Q1 2026 in Review

TCTC Holdings sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2026, closing a stake of 22 shares — an estimated $568 sold.

TCTC Holdings first reported a position in USDU in Q2 2024 and held it in 7 quarters. The position peaked at $609 in Q4 2024. 67 funds tracked by Wall St. Rank hold USDU as of Q1 2026.

  • TCTC Holdings reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2026 after selling out during the quarter.
  • TCTC Holdings sold 22 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2026, an estimated $568.
  • TCTC Holdings first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2024 and held it in 7 quarters.
  • TCTC Holdings's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $609 in Q4 2024.
  • 67 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2026.

Based on TCTC Holdings's 13F filing for Q1 2026, filed 7 May 2026.