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AJ Wealth Strategies’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

AJ Wealth Strategies’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
2020
Q1 		– Sell
-7,724
Closed -$206K – 196
2019
Q4 		$206K Buy
7,724
+161
+2% +$4.47K 0.02% 113
2019
Q3 		$213K Sell
7,563
-34,158
-82% -$950K 0.03% 108
2019
Q2 		$1.14M Sell
41,721
-7,237
-15% -$199K 0.17% 50
2019
Q1 		$1.34M Sell
48,958
-36,489
-43% -$986K 0.22% 45
2018
Q4 		$2.31M Buy
85,447
+3,523
+4% +$96K 0.45% 27
2018
Q3 		$2.19M Buy
81,924
+21,301
+35% +$568K 0.41% 29
2018
Q2 		$1.61M Buy
60,623
+6,150
+11% +$160K 0.33% 32
2018
Q1 		$1.38M Sell
54,473
-26,075
-32% -$658K 0.33% 35
2017
Q4 		$2.08M Sell
80,548
-7,104
-8% -$185K 0.52% 25
2017
Q3 		$2.27M Buy
87,652
+14,141
+19% +$364K 0.74% 20
2017
Q2 		$1.93M Sell
73,511
-143,972
-66% -$3.86M 0.73% 20
2017
Q1 		$5.9M Buy
217,483
+33,226
+18% +$915K 2.57% 11
2016
Q4 		$5.15M Buy
+184,257
New +$5.03M 2.66% 10

Other funds holding USDU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LB
Legacy Bridge West Des Moines, Iowa $262M AUM 56.69% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AJ Wealth Strategies's USDU Position: Q1 2020 in Review

AJ Wealth Strategies sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2020, closing a stake of 7,724 shares — an estimated $206K sold.

AJ Wealth Strategies first reported a position in USDU in Q4 2016 and held it in 13 quarters. The position peaked at $5.9M in Q1 2017. 16 funds tracked by Wall St. Rank hold USDU as of Q1 2020.

  • AJ Wealth Strategies reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2020 after selling out during the quarter.
  • AJ Wealth Strategies sold 7,724 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2020, an estimated $206K.
  • AJ Wealth Strategies first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2016 and held it in 13 quarters.
  • AJ Wealth Strategies's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $5.9M in Q1 2017.
  • 16 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2020.

Based on AJ Wealth Strategies's 13F filing for Q1 2020, filed 15 May 2020.