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Atomi Financial Group’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Atomi Financial Group’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
2024
Q2 		– Sell
-8,164
Closed -$214K – 840
2024
Q1 		$214K Sell
8,164
-3,733
-31% -$96.4K 0.02% 655
2023
Q4 		$299K Sell
11,897
-4,811
-29% -$132K 0.04% 418
2023
Q3 		$461K Buy
16,708
+2,666
+19% +$71.4K 0.15% 168
2023
Q2 		$372K Buy
+14,042
New +$369K 0.17% 157

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GG
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OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return

Atomi Financial Group's USDU Position: Q2 2024 in Review

Atomi Financial Group sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2024, closing a stake of 8,164 shares — an estimated $214K sold.

Atomi Financial Group first reported a position in USDU in Q2 2023 and held it in 4 quarters. The position peaked at $461K in Q3 2023. 62 funds tracked by Wall St. Rank hold USDU as of Q2 2024.

  • Atomi Financial Group reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q2 2024 after selling out during the quarter.
  • Atomi Financial Group sold 8,164 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2024, an estimated $214K.
  • Atomi Financial Group first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2023 and held it in 4 quarters.
  • Atomi Financial Group's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $461K in Q3 2023.
  • 62 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2024.

Based on Atomi Financial Group's 13F filing for Q2 2024, filed 26 Jul 2024.