Brookstone Capital Management’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Brookstone Capital Management’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	-35,294	Closed	-$1.06M	–	855
2022 Q3	$1.06M	Sell	35,294 -5,097	-13%	-$146K	0.02%	389
2022 Q2	$1.15M	Buy	+40,391	New	+$1.11M	0.03%	380
2020 Q4	–	Sell	-72,085	Closed	-$1.92M	–	520
2020 Q3	$1.92M	Buy	+72,085	New	+$1.93M	0.09%	151
2018 Q4	–	Sell	-315,974	Closed	-$8.46M	–	400
2018 Q3	$8.46M	Buy	+315,974	New	+$8.43M	0.64%	28

Other funds holding USDU

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

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

MSCM

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

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 $374B AUM 17.66% 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 $1.89B AUM 16.21% 1-Year Est. Return

AWM

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

Brookstone Capital Management's USDU Position: Q4 2022 in Review

Brookstone Capital Management sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q4 2022, closing a stake of 35,294 shares — an estimated $1.06M sold.

Brookstone Capital Management first reported a position in USDU in Q3 2018 and held it in 4 quarters. The position peaked at $8.46M in Q3 2018. 58 funds tracked by Wall St. Rank hold USDU as of Q4 2022.

Brookstone Capital Management reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q4 2022 after selling out during the quarter.
Brookstone Capital Management sold 35,294 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q4 2022, an estimated $1.06M.
Brookstone Capital Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2018 and held it in 4 quarters.
Brookstone Capital Management's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $8.46M in Q3 2018.
58 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2022.

Based on Brookstone Capital Management's 13F filing for Q4 2022, filed 9 Jan 2023.