Buck Wealth Strategies »

Wisdomtree Tr blmbg us bull shares owned by Buck Wealth Strategies

Quarter-by-quarter ownership of Wisdomtree Tr blmbg us bull (USDU) shares owned by Buck Wealth Strategies from 13F filings

Historical chart of Buck Wealth Strategies investment in Wisdomtree Tr blmbg us bull

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr blmbg us bull held by Buck Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Tr blmbg us bull by Buck Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.7k 214 26.75
2023-09-30 $8.6k 312 27.62
2023-06-30 $8.3k 312 26.52
2023-03-31 $8.8k 339 26.07

More positions owned by Buck Wealth Strategies

Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Series Trust ST STR P500GRW (SPYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Alphabet Cap Stk Cl A (GOOGL)
Bondbloxx Etf Trust Bloomberg One Yr (XONE)
Visa Com Cl A (V)

View all positions for Buck Wealth Strategies

Top funds holding Wisdomtree Tr blmbg us bull

Assetmark
Envestnet Asset Management
GenWealth Group
Ausdal Financial Partners
Osborne Partners Capital Management
Advyzon Investment Management
Morgan Stanley
LPL Financial
Ameritas Advisory Services
Beacon Capital Management
Fortis Group Advisors
Summit Place Financial Advisors
Wealth High Governance Asset Management
Maridea Wealth Management
HighTower Advisors

View all funds holding Wisdomtree Tr blmbg us bull