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

Truist 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
2026 Q1	–	Sell	-21,459	Closed	-$563K	–	2915
2025 Q4	$563K	Buy	+21,459	New	+$574K	﹤0.01%	1981
2023 Q3	–	Sell	-55,786	Closed	-$1.48M	–	2681
2023 Q2	$1.48M	Buy	55,786 +469	+0.8%	+$12.3K	﹤0.01%	1393
2023 Q1	$1.44M	Buy	55,317 +639	+1%	+$16.7K	﹤0.01%	1381
2022 Q4	$1.42M	Buy	+54,678	New	+$1.56M	﹤0.01%	1381

Other funds holding USDU

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

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 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

Truist Financial's USDU Position: Q1 2026 in Review

Truist Financial sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2026, closing a stake of 21,459 shares — an estimated $563K sold.

Truist Financial first reported a position in USDU in Q4 2022 and held it in 4 quarters. The position peaked at $1.48M in Q2 2023. 67 funds tracked by Wall St. Rank hold USDU as of Q1 2026.

Truist Financial reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2026 after selling out during the quarter.
Truist Financial sold 21,459 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2026, an estimated $563K.
Truist Financial first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2022 and held it in 4 quarters.
Truist Financial's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $1.48M in Q2 2023.
67 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.