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TownSquare Capital’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

TownSquare Capital’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
-158,787
Closed -$4.39M – 1776
2024
Q4 		$4.39M Buy
+158,787
New +$4.4M 0.05% 348
2023
Q3 		– Sell
-34,588
Closed -$917K – 1144
2023
Q2 		$917K Buy
+34,588
New +$908K 0.02% 575
2022
Q4 		– Sell
-480,178
Closed -$14.3M – 953
2022
Q3 		$14.3M Buy
+480,178
New +$13.8M 0.41% 59

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

TownSquare Capital's USDU Position: Q1 2025 in Review

TownSquare Capital sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2025, closing a stake of 158,787 shares — an estimated $4.39M sold.

TownSquare Capital first reported a position in USDU in Q3 2022 and held it in 3 quarters. The position peaked at $14.3M in Q3 2022. 57 funds tracked by Wall St. Rank hold USDU as of Q1 2025.

  • TownSquare Capital reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2025 after selling out during the quarter.
  • TownSquare Capital sold 158,787 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2025, an estimated $4.39M.
  • TownSquare Capital first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2022 and held it in 3 quarters.
  • TownSquare Capital's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $14.3M in Q3 2022.
  • 57 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2025.

Based on TownSquare Capital's 13F filing for Q1 2025, filed 12 May 2025.