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Trek Financial’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Trek Financial’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
Q4 		– Sell
-323,715
Closed -$8.54M – 510
2025
Q3 		$8.54M Buy
+323,715
New +$8.49M 0.51% 54
2025
Q2 		– Sell
-32,107
Closed -$875K – 456
2025
Q1 		$875K Buy
+32,107
New +$880K 0.06% 195

Other funds holding USDU

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $1.8B AUM 22.23% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $228M AUM 26.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Trek Financial's USDU Position: Q4 2025 in Review

Trek Financial sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q4 2025, closing a stake of 323,715 shares — an estimated $8.54M sold.

Trek Financial first reported a position in USDU in Q1 2025 and held it in 2 quarters. The position peaked at $8.54M in Q3 2025. 49 funds tracked by Wall St. Rank hold USDU as of Q4 2025.

  • Trek Financial reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q4 2025 after selling out during the quarter.
  • Trek Financial sold 323,715 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q4 2025, an estimated $8.54M.
  • Trek Financial first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2025 and held it in 2 quarters.
  • Trek Financial's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $8.54M in Q3 2025.
  • 49 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2025.

Based on Trek Financial's 13F filing for Q4 2025, filed 4 Feb 2026.