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USDUUSDU
12 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in WISDOMTREE TR

AE Wealth Management LLC holds 733 shares of USDU (WISDOMTREE TR), worth $19,608 as of 2026-Q2. The position was increased (+7.8% shares). USDU represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$19,608

Current Shares

733

Total Value Change

-$608,897

Total Shares Change

-23,394

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
733
+7.8%
$19,6080.0%$26.75
20
2026-Q1
Decreased
680
-59.5%
$17,9040.0%$25.96
0
2025-Q4
Unchanged
1,680
0.0%
$43,3440.0%$25.75
0
2025-Q3
Increased
1,680
+147.1%
$44,3350.0%$25.40
33
2025-Q2
Increased
680
+70.4%
$17,5240.0%$24.92
27
2025-Q1
Unchanged
399
0.0%
$10,8770.0%$26.22
0
2024-Q4
New
399
-
$11,0360.0%$26.54
24
2023-Q4
Exited
0
-100.0%
$00.0%$23.25
0
2023-Q3
New
35,944
-
$992,7670.0%$23.91
35
2023-Q2
Exited
0
-100.0%
$00.0%$23.00
0
2023-Q1
Increased
74,332
+208.1%
$1.9M0.0%$22.50
42
2022-Q4
New
24,127
-
$628,5050.0%$22.55
34

Other major holders of USDU: ASSETMARK, INC, SEI INVESTMENTS CO, EXCHANGE TRADED CONCEPTS, LLC

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