Vident Advisory’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Vident Advisory’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	$1.96M	Buy	+73,248	New	+$1.92M	0.01%	696
2026 Q1	–	Sell	-73,501	Closed	-$1.9M	–	1940
2025 Q4	$1.9M	Buy	+73,501	New	+$1.97M	0.02%	596
2025 Q2	–	Sell	-342,381	Closed	-$9.33M	–	1705
2025 Q1	$9.33M	Buy	342,381 +301,691	+741%	+$8.27M	0.14%	140
2024 Q4	$1.13M	Buy	+40,690	New	+$1.13M	0.02%	597
2024 Q3	–	Sell	-29,093	Closed	-$788K	–	1558
2024 Q2	$788K	Sell	29,093 -130,062	-82%	-$3.46M	0.02%	685
2024 Q1	$4.17M	Buy	159,155 +33,786	+27%	+$873K	0.09%	236
2023 Q4	$3.15M	Sell	125,369 -34,041	-21%	-$932K	0.08%	271
2023 Q3	$4.4M	Buy	+159,410	New	+$4.27M	0.14%	168

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

Vident Advisory's USDU Position: Q2 2026 in Review

Vident Advisory opened a new position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2026: 73,248 shares worth $1.96M. The stake represents 0.01% of the portfolio and ranks #696 among its holdings. This is a return to the name: Vident Advisory previously reported a position in USDU as recently as Q4 2025.

Vident Advisory first reported a position in USDU in Q3 2023 and has held it in 8 quarters since. The position peaked at $9.33M in Q1 2025. 76 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

Vident Advisory held 73,248 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $1.96M as of Q2 2026.
WisdomTree Bloomberg US Dollar Bullish Fund was a new Vident Advisory position in Q2 2026.
WisdomTree Bloomberg US Dollar Bullish Fund made up 0.01% of Vident Advisory's portfolio in Q2 2026, its #696 holding.
Vident Advisory first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2023 and has held it in 8 quarters since.
Vident Advisory's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $9.33M in Q1 2025.
76 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.