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Aveo Capital Partners’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Aveo Capital Partners’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
Q3 		– Sell
-147,901
Closed -$4.01M – 352
2024
Q2 		$4.01M Buy
147,901
+134,258
+984% +$3.57M 0.45% 62
2024
Q1 		$361K Sell
13,643
-64
-0.5% -$1.65K 0.04% 267
2023
Q4 		$344K Buy
+13,707
New +$375K 0.04% 249
2023
Q2 		– Sell
-14,158
Closed -$369K – 360
2023
Q1 		$369K Sell
14,158
-1,766
-11% -$46.1K 0.05% 241
2022
Q4 		$415K Sell
15,924
-2,357
-13% -$67.3K 0.06% 216
2022
Q3 		$544K Sell
18,281
-2,240
-11% -$64.3K 0.09% 153
2022
Q2 		$573K Sell
20,521
-21,111
-51% -$579K 0.09% 163
2022
Q1 		$1.1M Sell
41,632
-4,925
-11% -$130K 0.19% 103
2021
Q4 		$1.21M Buy
46,557
+6
+0% +$156 0.22% 96
2021
Q3 		$1.21M Buy
46,551
+16,816
+57% +$431K 0.25% 85
2021
Q2 		$756K Buy
+29,735
New +$750K 0.17% 121

Other funds holding USDU

FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
SPFA
Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Aveo Capital Partners's USDU Position: Q3 2024 in Review

Aveo Capital Partners sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q3 2024, closing a stake of 147,901 shares — an estimated $4.01M sold.

Aveo Capital Partners first reported a position in USDU in Q2 2021 and held it in 11 quarters. The position peaked at $4.01M in Q2 2024. 48 funds tracked by Wall St. Rank hold USDU as of Q3 2024.

  • Aveo Capital Partners reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q3 2024 after selling out during the quarter.
  • Aveo Capital Partners sold 147,901 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q3 2024, an estimated $4.01M.
  • Aveo Capital Partners first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2021 and held it in 11 quarters.
  • Aveo Capital Partners's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $4.01M in Q2 2024.
  • 48 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2024.

Based on Aveo Capital Partners's 13F filing for Q3 2024, filed 12 Nov 2024.