Advisor Group’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Advisor Group’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
2019 Q4	$15K	Buy	+556	New	+$15.4K	﹤0.01%	4121
2019 Q3	–	Sell	-100	Closed	-$3K	–	5431
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	4890
2019 Q1	$3K	Hold	100	–	–	﹤0.01%	4874
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	4738
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	4770
2018 Q2	$3K	Hold	100	–	–	﹤0.01%	4572
2018 Q1	$3K	Hold	100	–	–	﹤0.01%	4601
2017 Q4	$3K	Hold	100	–	–	﹤0.01%	4592
2017 Q3	$3K	Hold	100	–	–	﹤0.01%	4451
2017 Q2	$3K	Hold	100	–	–	﹤0.01%	4435
2017 Q1	$3K	Sell	100 -17,906	-99%	-$493K	﹤0.01%	4310
2016 Q4	$504K	Buy	18,006 +17,701	+5,804%	+$483K	0.01%	1019
2016 Q3	$8K	Sell	305 -984	-76%	-$25.8K	﹤0.01%	3699
2016 Q2	$33K	Buy	+1,289	New	+$33.8K	﹤0.01%	2720

Other funds holding USDU

SPFA

Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

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

Legacy Bridge West Des Moines, Iowa $262M AUM 56.69% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

PAG

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Advisor Group's USDU Position: Q4 2019 in Review

Advisor Group opened a new position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q4 2019: 556 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #4121 among its holdings. This is a return to the name: Advisor Group previously reported a position in USDU as recently as Q2 2019.

Advisor Group first reported a position in USDU in Q2 2016 and has held it in 14 quarters since. The position peaked at $504K in Q4 2016. 23 funds tracked by Wall St. Rank hold USDU as of Q4 2019.

Advisor Group held 556 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $15K as of Q4 2019.
WisdomTree Bloomberg US Dollar Bullish Fund was a new Advisor Group position in Q4 2019.
WisdomTree Bloomberg US Dollar Bullish Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4121 holding.
Advisor Group first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2016 and has held it in 14 quarters since.
Advisor Group's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $504K in Q4 2016.
23 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.