Tucker Asset Management’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Tucker Asset Management’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 Q2	$45.2K	Buy	+1,690	New	+$44.3K	0.01%	265
2026 Q1	–	Sell	-2,639	Closed	-$68.1K	–	998
2025 Q4	$68.1K	Buy	+2,639	New	+$70.6K	0.02%	248

Other funds holding USDU

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Tucker Asset Management's USDU Position: Q2 2026 in Review

Tucker Asset Management opened a new position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2026: 1,690 shares worth $45.2K. The stake represents 0.01% of the portfolio and ranks #265 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in USDU as recently as Q4 2025.

Tucker Asset Management first reported a position in USDU in Q4 2025 and has held it in 2 quarters since. The position peaked at $68.1K in Q4 2025. 76 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

Tucker Asset Management held 1,690 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $45.2K as of Q2 2026.
WisdomTree Bloomberg US Dollar Bullish Fund was a new Tucker Asset Management position in Q2 2026.
WisdomTree Bloomberg US Dollar Bullish Fund made up 0.01% of Tucker Asset Management's portfolio in Q2 2026, its #265 holding.
Tucker Asset Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2025 and has held it in 2 quarters since.
Tucker Asset Management's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $68.1K in Q4 2025.
76 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.