Aviance Capital Management’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Aviance Capital 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 Q2	–	Sell	-500	Closed	-$13K	–	283
2018 Q1	$13K	Sell	500 -2,182	-81%	-$55.1K	﹤0.01%	222
2017 Q4	$69K	Sell	2,682 -286	-10%	-$7.46K	﹤0.01%	229
2017 Q3	$77K	Sell	2,968 -106	-3%	-$2.73K	0.01%	220
2017 Q2	$81K	Buy	+3,074	New	+$82.4K	0.01%	216
2016 Q4	–	Sell	-335,209	Closed	-$8.79M	–	314
2016 Q3	$8.79M	Buy	335,209 +12,751	+4%	+$335K	0.24%	96
2016 Q2	$8.47M	Buy	+322,458	New	+$8.45M	0.25%	85

Other funds holding USDU

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

QAM

Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return

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

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 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

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

Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return

Aviance Capital Management's USDU Position: Q2 2018 in Review

Aviance Capital Management sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2018, closing a stake of 500 shares — an estimated $13K sold.

Aviance Capital Management first reported a position in USDU in Q2 2016 and held it in 6 quarters. The position peaked at $8.79M in Q3 2016. 30 funds tracked by Wall St. Rank hold USDU as of Q2 2018.

Aviance Capital Management reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q2 2018 after selling out during the quarter.
Aviance Capital Management sold 500 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2018, an estimated $13K.
Aviance Capital Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2016 and held it in 6 quarters.
Aviance Capital Management's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $8.79M in Q3 2016.
30 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2018.

Based on Aviance Capital Management's 13F filing for Q2 2018, filed 9 Aug 2018.