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 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 $49B AUM 17.78% 1-Year Est. Return

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

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

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Reyes Financial Architecture San Diego, California $122M AUM 28.04% 1-Year Est. Return

Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return