Beacon Capital Management LLC (Tennessee)’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-13	Closed	–	–	1050
2022 Q3	$0	Hold	13	–	–	﹤0.01%	974
2022 Q2	$0	Hold	13	–	–	﹤0.01%	957
2022 Q1	$0	Buy	+13	New	+$342	﹤0.01%	957

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MSCM

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s USDU Position: Q4 2022 in Review

Beacon Capital Management LLC (Tennessee) sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q4 2022, closing a stake of 13 shares.

Beacon Capital Management LLC (Tennessee) first reported a position in USDU in Q1 2022 and held it in 3 quarters. The position peaked at $0 in Q3 2022. 58 funds tracked by Wall St. Rank hold USDU as of Q4 2022.

Beacon Capital Management LLC (Tennessee) reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q4 2022 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 13 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q4 2022.
Beacon Capital Management LLC (Tennessee) first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2022 and held it in 3 quarters.
Beacon Capital Management LLC (Tennessee)'s WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $0 in Q3 2022.
58 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2022.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2022, filed 27 Jan 2023.