Advantage Investment Management’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Advantage Investment Management’s Portfolio USDU Stock Details USDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-130	Closed	-$3K	–	1118
2017 Q2	$3K	Buy	+130	New	+$3.48K	﹤0.01%	926
2015 Q2	–	Sell	-475	Closed	-$14K	–	916
2015 Q1	$14K	Buy	+475	New	+$13.3K	0.01%	529

Other funds holding USDU

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Advantage Investment Management's USDU Position: Q3 2017 in Review

Advantage Investment Management sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q3 2017, closing a stake of 130 shares — an estimated $3K sold.

Advantage Investment Management first reported a position in USDU in Q1 2015 and held it in 2 quarters. The position peaked at $14K in Q1 2015. 35 funds tracked by Wall St. Rank hold USDU as of Q3 2017.

Advantage Investment Management reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q3 2017 after selling out during the quarter.
Advantage Investment Management sold 130 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q3 2017, an estimated $3K.
Advantage Investment Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2015 and held it in 2 quarters.
Advantage Investment Management's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $14K in Q1 2015.
35 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2017.

Based on Advantage Investment Management's 13F filing for Q3 2017, filed 13 Nov 2017.