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

Cahill Financial 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
2023
Q2 		– Sell
-12,438
Closed -$324K – 247
2023
Q1 		$324K Buy
12,438
+789
+7% +$20.6K 0.06% 184
2022
Q4 		$303K Buy
+11,649
New +$332K 0.06% 185

Other funds holding USDU

GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cahill Financial Advisors's USDU Position: Q2 2023 in Review

Cahill Financial Advisors sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2023, closing a stake of 12,438 shares — an estimated $324K sold.

Cahill Financial Advisors first reported a position in USDU in Q4 2022 and held it in 2 quarters. The position peaked at $324K in Q1 2023. 44 funds tracked by Wall St. Rank hold USDU as of Q2 2023.

  • Cahill Financial Advisors reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q2 2023 after selling out during the quarter.
  • Cahill Financial Advisors sold 12,438 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2023, an estimated $324K.
  • Cahill Financial Advisors first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2022 and held it in 2 quarters.
  • Cahill Financial Advisors's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $324K in Q1 2023.
  • 44 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2023.

Based on Cahill Financial Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.