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Whalen Wealth Management’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Whalen Wealth 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
2025
Q1 		– Sell
-63,948
Closed -$1.77M – 177
2024
Q4 		$1.77M Buy
+63,948
New +$1.77M 1.23% 17

Other funds holding USDU

GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Whalen Wealth Management's USDU Position: Q1 2025 in Review

Whalen Wealth Management sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2025, closing a stake of 63,948 shares — an estimated $1.77M sold.

Whalen Wealth Management first reported a position in USDU in Q4 2024 and held it in 1 quarter. The position peaked at $1.77M in Q4 2024. 57 funds tracked by Wall St. Rank hold USDU as of Q1 2025.

  • Whalen Wealth Management reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 63,948 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2025, an estimated $1.77M.
  • Whalen Wealth Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2024 and held it in 1 quarter.
  • Whalen Wealth Management's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $1.77M in Q4 2024.
  • 57 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2025.

Based on Whalen Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.