Beaumont Financial Advisors’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Beaumont Financial Advisors’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 Q2	–	Sell	-26,906	Closed	-$712K	–	366
2022 Q1	$712K	Buy	26,906 +6,650	+33%	+$175K	0.05%	179
2021 Q4	$528K	Sell	20,256 -5,480	-21%	-$143K	0.04%	204
2021 Q3	$668K	Buy	25,736 +15,831	+160%	+$405K	0.05%	179
2021 Q2	$252K	Buy	+9,905	New	+$250K	0.02%	326
2015 Q2	–	Sell	-1,207,407	Closed	-$136M	–	154
2015 Q1	$136M	Sell	1,207,407 -1,262,911	-51%	-$35.3M	4.73%	5
2014 Q4	$66.9M	Buy	+2,470,318	New	+$65.6M	3.22%	7

Other funds holding USDU

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AWM

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

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return

Beaumont Financial Advisors's USDU Position: Q2 2022 in Review

Beaumont Financial Advisors sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2022, closing a stake of 26,906 shares — an estimated $712K sold.

Beaumont Financial Advisors first reported a position in USDU in Q4 2014 and held it in 6 quarters. The position peaked at $136M in Q1 2015. 52 funds tracked by Wall St. Rank hold USDU as of Q2 2022.

Beaumont Financial Advisors reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q2 2022 after selling out during the quarter.
Beaumont Financial Advisors sold 26,906 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2022, an estimated $712K.
Beaumont Financial Advisors first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2014 and held it in 6 quarters.
Beaumont Financial Advisors's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $136M in Q1 2015.
52 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2022.

Based on Beaumont Financial Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.