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Altavista Wealth Management’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Altavista Wealth 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
2018
Q1 		– Sell
-19,400
Closed -$502K – 147
2017
Q4 		$502K Buy
19,400
+3,000
+18% +$78.2K 0.21% 89
2017
Q3 		$424K Buy
16,400
+1,200
+8% +$30.9K 0.2% 87
2017
Q2 		$399K Buy
+15,200
New +$407K 0.2% 87

Other funds holding USDU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Altavista Wealth Management's USDU Position: Q1 2018 in Review

Altavista Wealth Management sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2018, closing a stake of 19,400 shares — an estimated $502K sold.

Altavista Wealth Management first reported a position in USDU in Q2 2017 and held it in 3 quarters. The position peaked at $502K in Q4 2017. 26 funds tracked by Wall St. Rank hold USDU as of Q1 2018.

  • Altavista Wealth Management reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2018 after selling out during the quarter.
  • Altavista Wealth Management sold 19,400 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2018, an estimated $502K.
  • Altavista Wealth Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2017 and held it in 3 quarters.
  • Altavista Wealth Management's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $502K in Q4 2017.
  • 26 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2018.

Based on Altavista Wealth Management's 13F filing for Q1 2018, filed 16 May 2018.