Beaumont Capital Management’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-44,263
| Closed | -$1.22M | – | 72 |
|
|
2024
Q4 | $1.22M | Buy |
+44,263
| New | +$1.22M | 0.94% | 31 |
|
|
2024
Q3 | – | Sell |
-103,055
| Closed | -$2.79M | – | 58 |
|
|
2024
Q2 | $2.79M | Buy |
103,055
+4,073
| +4% | +$110K | 2.18% | 21 |
|
|
2024
Q1 | $2.59M | Sell |
98,982
-3,884
| -4% | -$102K | 1.91% | 23 |
|
|
2023
Q4 | $2.58M | Buy |
+102,866
| New | +$2.58M | 1.96% | 24 |
|
|
2023
Q2 | – | Sell |
-97,133
| Closed | -$2.53M | – | 45 |
|
|
2023
Q1 | $2.53M | Sell |
97,133
-1,386
| -1% | -$36.1K | 1.76% | 22 |
|
|
2022
Q4 | $2.57M | Buy |
98,519
+2,972
| +3% | +$77.4K | 1.81% | 23 |
|
|
2022
Q3 | $2.85M | Sell |
95,547
-1,202
| -1% | -$35.8K | 2.82% | 15 |
|
|
2022
Q2 | $2.7M | Sell |
96,749
-53,822
| -36% | -$1.5M | 2.23% | 18 |
|
|
2022
Q1 | $3.99M | Buy |
150,571
+9,179
| +6% | +$243K | 2.57% | 22 |
|
|
2021
Q4 | $3.68M | Buy |
141,392
+116,692
| +472% | +$3.04M | 2.13% | 24 |
|
|
2021
Q3 | $641K | Buy |
+24,700
| New | +$641K | 0.55% | 24 |
|