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

BOK Financial’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
2017
Q4 		– Sell
-104
Closed -$3K – 1119
2017
Q3 		$3K Buy
+104
New +$2.68K ﹤0.01% 1122

Other funds holding USDU

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GPW
GFS Private Wealth Clearwater, Florida $292M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BOK Financial's USDU Position: Q4 2017 in Review

BOK Financial sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q4 2017, closing a stake of 104 shares — an estimated $3K sold.

BOK Financial first reported a position in USDU in Q3 2017 and held it in 1 quarter. The position peaked at $3K in Q3 2017. 39 funds tracked by Wall St. Rank hold USDU as of Q4 2017.

  • BOK Financial reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q4 2017 after selling out during the quarter.
  • BOK Financial sold 104 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q4 2017, an estimated $3K.
  • BOK Financial first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2017 and held it in 1 quarter.
  • BOK Financial's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $3K in Q3 2017.
  • 39 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2017.

Based on BOK Financial's 13F filing for Q4 2017, filed 14 Feb 2018.