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TD Private Client Wealth’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

TD Private Client Wealth’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
2025
Q1 		– Sell
-13,002
Closed -$360K – 1479
2024
Q4 		$360K Buy
+13,002
New +$360K 0.01% 501

Other funds holding USDU

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
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 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
SPFA
Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

TD Private Client Wealth's USDU Position: Q1 2025 in Review

TD Private Client Wealth sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2025, closing a stake of 13,002 shares — an estimated $360K sold.

TD Private Client Wealth first reported a position in USDU in Q4 2024 and held it in 1 quarter. The position peaked at $360K in Q4 2024. 57 funds tracked by Wall St. Rank hold USDU as of Q1 2025.

  • TD Private Client Wealth reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2025 after selling out during the quarter.
  • TD Private Client Wealth sold 13,002 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2025, an estimated $360K.
  • TD Private Client Wealth first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2024 and held it in 1 quarter.
  • TD Private Client Wealth's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $360K in Q4 2024.
  • 57 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2025.

Based on TD Private Client Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.