PMV Capital Advisers, LLC USDU WISDOMTREE BLOOMBERG US DOLLAR BULLISH FUND

Ownership history in PMV Capital Advisers, LLC  ·  4 quarters on record

AI Ownership Summary

PMV Capital Advisers, LLC reported WISDOMTREE BLOOMBERG US DOLLAR BULLISH FUND (USDU) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 2.31% in 2025 Q1. The latest visible filing shows USDU at 0.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this USDU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PMV Capital Advisers, LLC's position in WISDOMTREE BLOOMBERG US DOLLAR BULLISH FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

USDU was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.31% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PMV Capital Advisers, LLC held USDU — position size vs. price
% of Fund (quarterly)    USDU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 5,282 +4,614 +690.7% 0.25% $136K 2026-01-08 $25.95
2025 Q2 REDUCED 98.1% +2.3% 668 -34,265 -98.1% 0.04% $17K 2025-07-10 $25.00
2025 Q1 ADDED 34,933 +28,160 +415.8% 2.31% $952K 2025-04-23 $25.35
2024 Q4 INITIATED 6,773 0.50% $187K 2025-02-14 $26.32

FAQ About PMV Capital Advisers, LLC and USDU

These are the practical questions this page is built to answer before you even open the full history table.

How long has PMV Capital Advisers, LLC reported owning USDU?

PMV Capital Advisers, LLC reported USDU across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported USDU position in PMV Capital Advisers, LLC's portfolio?

The largest reported portfolio weight for USDU was 2.31% in 2025 Q1.

What is the latest reported USDU position on this page?

The most recent filing on this page is 2025 Q4, when PMV Capital Advisers, LLC reported 5,282 shares, equal to 0.25% of portfolio, with an estimated market value of $136K.

What does the chart on this USDU ownership page compare?

The chart compares PMV Capital Advisers, LLC's quarterly USDU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PMV Capital Advisers, LLC time their USDU position?

Based on 13F filing dates vs. subsequent USDU price moves, PMV Capital Advisers, LLC correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on USDU relative to SPY over the holding period was -15.3%.

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