AWM
Accurate Wealth Management’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-179,419
| Closed | -$4.74M | – | 460 |
|
|
2025
Q1 | $4.74M | Buy |
+179,419
| New | +$4.74M | 0.9% | 18 |
|
|
2023
Q2 | – | Sell |
-20,303
| Closed | -$530K | – | 290 |
|
|
2023
Q1 | $530K | Sell |
20,303
-352,424
| -95% | -$9.21M | 0.18% | 129 |
|
|
2022
Q4 | $9.67M | Sell |
372,727
-66,480
| -15% | -$1.72M | 3.56% | 3 |
|
|
2022
Q3 | $17M | Buy |
439,207
+44,445
| +11% | +$1.72M | 7.08% | 2 |
|
|
2022
Q2 | $11.2M | Sell |
394,762
-12,686
| -3% | -$360K | 6.09% | 4 |
|
|
2022
Q1 | $10.8M | Buy |
+407,448
| New | +$10.8M | 4.83% | 4 |
|