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

Ancora 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
2018
Q4 		– Sell
-821
Closed -$22K – 1160
2018
Q3 		$22K Buy
+821
New +$21.9K ﹤0.01% 1055

Other funds holding USDU

JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Ancora Advisors's USDU Position: Q4 2018 in Review

Ancora Advisors sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q4 2018, closing a stake of 821 shares — an estimated $22K sold.

Ancora Advisors first reported a position in USDU in Q3 2018 and held it in 1 quarter. The position peaked at $22K in Q3 2018. 32 funds tracked by Wall St. Rank hold USDU as of Q4 2018.

  • Ancora Advisors reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q4 2018 after selling out during the quarter.
  • Ancora Advisors sold 821 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q4 2018, an estimated $22K.
  • Ancora Advisors first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2018 and held it in 1 quarter.
  • Ancora Advisors's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $22K in Q3 2018.
  • 32 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2018.

Based on Ancora Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.