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Wealth High Governance Asset Management’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Wealth High Governance 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 		$5M Buy
+186,800
New +$4.89M 0.53% 34

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GG
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Morgan Stanley
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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
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

Wealth High Governance Asset Management's USDU Position: Q2 2026 in Review

Wealth High Governance Asset Management opened a new position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2026: 186,800 shares worth $5M. The stake represents 0.53% of the portfolio and ranks #34 among its holdings.

75 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

  • Wealth High Governance Asset Management held 186,800 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $5M as of Q2 2026.
  • WisdomTree Bloomberg US Dollar Bullish Fund was a new Wealth High Governance Asset Management position in Q2 2026.
  • WisdomTree Bloomberg US Dollar Bullish Fund made up 0.53% of Wealth High Governance Asset Management's portfolio in Q2 2026, its #34 holding.
  • 75 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on Wealth High Governance Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.