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 $13B AUM 25.71% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

McElhenny Sheffield Capital Management Dallas, Texas $403M AUM 28.73% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Hilltop Holdings Dallas, Texas $1.1B AUM 24.7% 1-Year Est. Return