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

VisionPoint Advisory Group’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 Q3	–	Sell	-63,220	Closed	-$1.69M	–	502
2026 Q2	$1.69M	Sell	63,220 -994	-2%	-$26K	0.28%	83
2026 Q1	$1.69M	Buy	+64,214	New	+$1.66M	0.32%	81

Other funds holding USDU

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Osborne Partners Capital Management San Francisco, California $1.78B AUM 18.29% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $21.7B AUM 41.23% 1-Year Est. Return

TTA

Thor Trading Advisors Greensburg, Pennsylvania $294M AUM 20.38% 1-Year Est. Return

VisionPoint Advisory Group's USDU Position: Q3 2026 in Review

VisionPoint Advisory Group sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q3 2026, closing a stake of 63,220 shares — an estimated $1.69M sold.

VisionPoint Advisory Group first reported a position in USDU in Q1 2026 and held it in 2 quarters. The position peaked at $1.69M in Q2 2026. 61 funds tracked by Wall St. Rank hold USDU as of Q3 2026.

VisionPoint Advisory Group reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q3 2026 after selling out during the quarter.
VisionPoint Advisory Group sold 63,220 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q3 2026, an estimated $1.69M.
VisionPoint Advisory Group first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2026 and held it in 2 quarters.
VisionPoint Advisory Group's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $1.69M in Q2 2026.
61 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.