BWM
USDU icon

Brown Wealth Management’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Brown Wealth 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
2023
Q3 		– Sell
-32,827
Closed -$871K – 102
2023
Q2 		$871K Buy
+32,827
New +$862K 0.45% 39

Other funds holding USDU

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
GG
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return

Brown Wealth Management's USDU Position: Q3 2023 in Review

Brown Wealth Management sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q3 2023, closing a stake of 32,827 shares — an estimated $871K sold.

Brown Wealth Management first reported a position in USDU in Q2 2023 and held it in 1 quarter. The position peaked at $871K in Q2 2023. 46 funds tracked by Wall St. Rank hold USDU as of Q3 2023.

  • Brown Wealth Management reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q3 2023 after selling out during the quarter.
  • Brown Wealth Management sold 32,827 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q3 2023, an estimated $871K.
  • Brown Wealth Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2023 and held it in 1 quarter.
  • Brown Wealth Management's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $871K in Q2 2023.
  • 46 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2023.

Based on Brown Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.