Advisory Services Network’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Advisory Services Network’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
2024 Q1	–	Sell	-306	Closed	-$7.68K	–	3556
2023 Q4	$7.68K	Buy	+306	New	+$8.38K	﹤0.01%	2974
2023 Q2	–	Sell	-228	Closed	-$5.94K	–	3555
2023 Q1	$5.94K	Sell	228 -2	-0.9%	-$52	﹤0.01%	3091
2022 Q4	$5.99K	Buy	+230	New	+$6.56K	﹤0.01%	3058
2018 Q1	–	Sell	-5,039	Closed	-$130K	–	2720
2017 Q4	$130K	Sell	5,039 -397	-7%	-$10.3K	0.01%	899
2017 Q3	$140K	Buy	5,436 +470	+9%	+$12.1K	0.02%	759
2017 Q2	$130K	Sell	4,966 -149	-3%	-$3.99K	0.02%	755
2017 Q1	$139K	Buy	+5,115	New	+$141K	0.02%	711
2016 Q3	$149K	Sell	5,690 -266	-4%	-$6.98K	0.03%	592
2016 Q2	$157K	Buy	+5,956	New	+$156K	0.04%	505

Other funds holding USDU

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

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

SPFA

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Advisory Services Network's USDU Position: Q1 2024 in Review

Advisory Services Network sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2024, closing a stake of 306 shares — an estimated $7.68K sold.

Advisory Services Network first reported a position in USDU in Q2 2016 and held it in 9 quarters. The position peaked at $157K in Q2 2016. 49 funds tracked by Wall St. Rank hold USDU as of Q1 2024.

Advisory Services Network reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2024 after selling out during the quarter.
Advisory Services Network sold 306 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2024, an estimated $7.68K.
Advisory Services Network first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2016 and held it in 9 quarters.
Advisory Services Network's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $157K in Q2 2016.
49 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.