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Buck Wealth Strategies’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Buck Wealth Strategies’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
Q4 		– Sell
-312
Closed -$8.62K – 316
2023
Q3 		$8.62K Hold
312
– – ﹤0.01% 206
2023
Q2 		$8.27K Sell
312
-27
-8% -$709 ﹤0.01% 159
2023
Q1 		$8.84K Buy
+339
New +$8.84K ﹤0.01% 112

Other funds holding USDU

Jane Street
Jane Street New York $777B AUM 61.18% 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
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
SPFA
Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Buck Wealth Strategies's USDU Position: Q4 2023 in Review

Buck Wealth Strategies sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q4 2023, closing a stake of 312 shares — an estimated $8.62K sold.

Buck Wealth Strategies first reported a position in USDU in Q1 2023 and held it in 3 quarters. The position peaked at $8.84K in Q1 2023. 53 funds tracked by Wall St. Rank hold USDU as of Q4 2023.

  • Buck Wealth Strategies reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 312 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q4 2023, an estimated $8.62K.
  • Buck Wealth Strategies first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2023 and held it in 3 quarters.
  • Buck Wealth Strategies's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $8.84K in Q1 2023.
  • 53 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.