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Baker Tilly Wealth Management’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Baker Tilly Wealth 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
2022
Q4 		– Sell
-49,053
Closed -$1.46M – 568
2022
Q3 		$1.46M Buy
+49,053
New +$1.41M 0.2% 106

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MSCM
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Bank of America
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Baker Tilly Wealth Management's USDU Position: Q4 2022 in Review

Baker Tilly Wealth Management sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q4 2022, closing a stake of 49,053 shares — an estimated $1.46M sold.

Baker Tilly Wealth Management first reported a position in USDU in Q3 2022 and held it in 1 quarter. The position peaked at $1.46M in Q3 2022. 58 funds tracked by Wall St. Rank hold USDU as of Q4 2022.

  • Baker Tilly Wealth Management reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q4 2022 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 49,053 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q4 2022, an estimated $1.46M.
  • Baker Tilly Wealth Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2022 and held it in 1 quarter.
  • Baker Tilly Wealth Management's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $1.46M in Q3 2022.
  • 58 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.