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Baker Avenue Asset Management’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Baker Avenue Asset 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
2023
Q1 		– Sell
-1,407
Closed -$36.7K – 1745
2022
Q4 		$36.7K Buy
+1,407
New +$40.1K ﹤0.01% 535

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Baker Avenue Asset Management's USDU Position: Q1 2023 in Review

Baker Avenue Asset Management sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2023, closing a stake of 1,407 shares — an estimated $36.7K sold.

Baker Avenue Asset Management first reported a position in USDU in Q4 2022 and held it in 1 quarter. The position peaked at $36.7K in Q4 2022. 57 funds tracked by Wall St. Rank hold USDU as of Q1 2023.

  • Baker Avenue Asset Management reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 1,407 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2023, an estimated $36.7K.
  • Baker Avenue Asset Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2022 and held it in 1 quarter.
  • Baker Avenue Asset Management's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $36.7K in Q4 2022.
  • 57 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2023.

Based on Baker Avenue Asset Management's 13F filing for Q1 2023, filed 16 May 2023.