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WorthPointe’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

WorthPointe’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
Q3 		– Sell
-32,853
Closed -$847K – 110
2025
Q2 		$847K Buy
+32,853
New +$864K 0.36% 35
2023
Q2 		– Sell
-14,060
Closed -$367K – 64
2023
Q1 		$367K Sell
14,060
-18,168
-56% -$474K 0.24% 41
2022
Q4 		$840K Sell
32,228
-4,240
-12% -$121K 0.57% 24
2022
Q3 		$1.09M Sell
36,468
-15
-0% -$431 0.91% 17
2022
Q2 		$1.02M Sell
36,483
-245
-0.7% -$6.72K 0.85% 16
2022
Q1 		$972K Buy
+36,728
New +$966K 0.78% 15

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
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return

WorthPointe's USDU Position: Q3 2025 in Review

WorthPointe sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q3 2025, closing a stake of 32,853 shares — an estimated $847K sold.

WorthPointe first reported a position in USDU in Q1 2022 and held it in 6 quarters. The position peaked at $1.09M in Q3 2022. 42 funds tracked by Wall St. Rank hold USDU as of Q3 2025.

  • WorthPointe reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q3 2025 after selling out during the quarter.
  • WorthPointe sold 32,853 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q3 2025, an estimated $847K.
  • WorthPointe first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2022 and held it in 6 quarters.
  • WorthPointe's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $1.09M in Q3 2022.
  • 42 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2025.

Based on WorthPointe's 13F filing for Q3 2025, filed 17 Oct 2025.