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Wisdomtree Tr blmbg us bull shares owned by Synergy Financial Management

Quarter-by-quarter ownership of Wisdomtree Tr blmbg us bull (USDU) shares owned by Synergy Financial Management from 13F filings

Historical chart of Synergy Financial Management 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 Synergy Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr blmbg us bull by Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $307k 12k 26.75
2024-12-31 $2.1k 81 26.53
2022-09-30 $7.1M 240k 29.78