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Burt Wealth Advisors’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Burt Wealth 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
2017
Q1 		– Sell
-200
Closed -$6K – 392
2016
Q4 		$6K Buy
+200
New +$5.46K 0.01% 313

Other funds holding USDU

PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
CB
Community Bank Dewitt, New York $840M AUM 22.23% 1-Year Est. Return

Burt Wealth Advisors's USDU Position: Q1 2017 in Review

Burt Wealth Advisors sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2017, closing a stake of 200 shares — an estimated $6K sold.

Burt Wealth Advisors first reported a position in USDU in Q4 2016 and held it in 1 quarter. The position peaked at $6K in Q4 2016. 39 funds tracked by Wall St. Rank hold USDU as of Q1 2017.

  • Burt Wealth Advisors reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2017 after selling out during the quarter.
  • Burt Wealth Advisors sold 200 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2017, an estimated $6K.
  • Burt Wealth Advisors first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $6K in Q4 2016.
  • 39 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2017.

Based on Burt Wealth Advisors's 13F filing for Q1 2017, filed 28 Apr 2017.