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

Wallace 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
2025
Q2 		– Sell
-17,615
Closed -$487K – 193
2025
Q1 		$487K Buy
+17,615
New +$483K 0.34% 88

Other funds holding USDU

GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

Wallace Advisory Group's USDU Position: Q2 2025 in Review

Wallace Advisory Group sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2025, closing a stake of 17,615 shares — an estimated $487K sold.

Wallace Advisory Group first reported a position in USDU in Q1 2025 and held it in 1 quarter. The position peaked at $487K in Q1 2025. 54 funds tracked by Wall St. Rank hold USDU as of Q2 2025.

  • Wallace Advisory Group reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q2 2025 after selling out during the quarter.
  • Wallace Advisory Group sold 17,615 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2025, an estimated $487K.
  • Wallace Advisory Group first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2025 and held it in 1 quarter.
  • Wallace Advisory Group's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $487K in Q1 2025.
  • 54 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2025.

Based on Wallace Advisory Group's 13F filing for Q2 2025, filed 30 Jul 2025.