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Worth Asset Management’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Worth 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 		$234K Buy
+8,736
New +$229K 0.07% 182
2025
Q3 		– Sell
-16,278
Closed -$419K – 199
2025
Q2 		$419K Sell
16,278
-13,823
-46% -$364K 0.21% 73
2025
Q1 		$821K Sell
30,101
-2,617
-8% -$71.8K 0.45% 54
2024
Q4 		$905K Buy
+32,718
New +$906K 0.48% 46
2024
Q3 		– Sell
-23,543
Closed -$638K – 167
2024
Q2 		$638K Buy
+23,543
New +$627K 0.38% 55
2024
Q1 		– Sell
-23,476
Closed -$589K – 147
2023
Q4 		$589K Sell
23,476
-56,245
-71% -$1.54M 0.42% 52
2023
Q3 		$2.2M Buy
79,721
+38,428
+93% +$1.03M 1.78% 8
2023
Q2 		$1.1M Sell
41,293
-44,450
-52% -$1.17M 0.84% 27
2023
Q1 		$2.24M Sell
85,743
-56,294
-40% -$1.47M 1.7% 9
2022
Q4 		$3.7M Sell
142,037
-483,169
-77% -$13.8M 2.58% 6
2022
Q3 		$18.6M Buy
625,206
+919
+0.1% +$26.4K 13.63% 3
2022
Q2 		$17.4M Buy
624,287
+121,672
+24% +$3.34M 11.92% 1
2022
Q1 		$14.1M Buy
+502,615
New +$13.2M 9.17% 1

Other funds holding USDU

GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $228M AUM 26.15% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
SFG
Sovereign Financial Group Stamford, Connecticut $654M AUM 32.34% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

Worth Asset Management's USDU Position: Q2 2026 in Review

Worth Asset Management opened a new position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2026: 8,736 shares worth $234K. The stake represents 0.07% of the portfolio and ranks #182 among its holdings. This is a return to the name: Worth Asset Management previously reported a position in USDU as recently as Q2 2025.

Worth Asset Management first reported a position in USDU in Q1 2022 and has held it in 13 quarters since. The position peaked at $18.6M in Q3 2022. 21 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

  • Worth Asset Management held 8,736 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $234K as of Q2 2026.
  • WisdomTree Bloomberg US Dollar Bullish Fund was a new Worth Asset Management position in Q2 2026.
  • WisdomTree Bloomberg US Dollar Bullish Fund made up 0.07% of Worth Asset Management's portfolio in Q2 2026, its #182 holding.
  • Worth Asset Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2022 and has held it in 13 quarters since.
  • Worth Asset Management's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $18.6M in Q3 2022.
  • 21 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.