AE Wealth Management’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.5K | Buy |
680
+281
| +70% | +$7.24K | ﹤0.01% | 1790 |
|
|
2025
Q1 | $10.9K | Hold |
399
| – | – | ﹤0.01% | 1845 |
|
|
2024
Q4 | $11K | Buy |
+399
| New | +$11K | ﹤0.01% | 1826 |
|
|
2023
Q4 | – | Sell |
-35,944
| Closed | -$993K | – | 2182 |
|
|
2023
Q3 | $993K | Buy |
+35,944
| New | +$993K | 0.01% | 1099 |
|
|
2023
Q2 | – | Sell |
-74,332
| Closed | -$1.94M | – | 2048 |
|
|
2023
Q1 | $1.94M | Buy |
74,332
+50,205
| +208% | +$1.31M | 0.01% | 816 |
|
|
2022
Q4 | $629K | Buy |
+24,127
| New | +$629K | ﹤0.01% | 1184 |
|
|
2018
Q1 | – | Sell |
-57,553
| Closed | -$1.49M | – | 459 |
|
|
2017
Q4 | $1.49M | Sell |
57,553
-1,047
| -2% | -$27.1K | 0.13% | 114 |
|
|
2017
Q3 | $1.51M | Sell |
58,600
-1,566
| -3% | -$40.5K | 0.14% | 105 |
|
|
2017
Q2 | $1.58M | Buy |
60,166
+6,504
| +12% | +$171K | 0.19% | 92 |
|
|
2017
Q1 | $1.46M | Buy |
53,662
+11,369
| +27% | +$308K | 0.27% | 72 |
|
|
2016
Q4 | $1.18M | Buy |
+42,293
| New | +$1.18M | 0.48% | 44 |
|