American Portfolios Advisors’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

American Portfolios Advisors’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
2022 Q2	–	Sell	-1,246	Closed	-$33K	–	3624
2022 Q1	$33K	Buy	1,246 +1,175	+1,655%	+$30.9K	﹤0.01%	2097
2021 Q4	$1.85K	Hold	71	–	–	﹤0.01%	3189
2021 Q3	$1.84K	Buy	+71	New	+$1.82K	﹤0.01%	3188
2018 Q3	–	Sell	-22,988	Closed	-$611K	–	2489
2018 Q2	$611K	Buy	22,988 +22,853	+16,928%	+$594K	0.08%	248
2018 Q1	$3.41K	Buy	135 +2	+2%	+$50	﹤0.01%	1992
2017 Q4	$3.44K	Buy	+133	New	+$3.47K	﹤0.01%	1950

Other funds holding USDU

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

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

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

CAN

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

American Portfolios Advisors's USDU Position: Q2 2022 in Review

American Portfolios Advisors sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2022, closing a stake of 1,246 shares — an estimated $33K sold.

American Portfolios Advisors first reported a position in USDU in Q4 2017 and held it in 6 quarters. The position peaked at $611K in Q2 2018. 52 funds tracked by Wall St. Rank hold USDU as of Q2 2022.

American Portfolios Advisors reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q2 2022 after selling out during the quarter.
American Portfolios Advisors sold 1,246 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2022, an estimated $33K.
American Portfolios Advisors first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2017 and held it in 6 quarters.
American Portfolios Advisors's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $611K in Q2 2018.
52 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2022.

Based on American Portfolios Advisors's 13F filing for Q2 2022, filed 20 Mar 2023.