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Carolinas Wealth Consulting’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Carolinas Wealth Consulting’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
-1,198
Closed -$36K – 1103
2022
Q3 		$36K Buy
+1,198
New +$34.4K 0.01% 373

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MSCM
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Bank of America
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Stifel Financial
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GG
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OPCM
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AWM
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Carolinas Wealth Consulting's USDU Position: Q4 2022 in Review

Carolinas Wealth Consulting sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q4 2022, closing a stake of 1,198 shares — an estimated $36K sold.

Carolinas Wealth Consulting first reported a position in USDU in Q3 2022 and held it in 1 quarter. The position peaked at $36K in Q3 2022. 58 funds tracked by Wall St. Rank hold USDU as of Q4 2022.

  • Carolinas Wealth Consulting reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q4 2022 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,198 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q4 2022, an estimated $36K.
  • Carolinas Wealth Consulting first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2022 and held it in 1 quarter.
  • Carolinas Wealth Consulting's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $36K in Q3 2022.
  • 58 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2022, filed 14 Feb 2023.