Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Carson Wealth (CWM LLC)’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
2024
Q3 		– Sell
-162
Closed -$4K – 5171
2024
Q2 		$4K Sell
162
-162
-50% -$4.31K ﹤0.01% 4011
2024
Q1 		$8K Sell
324
-1,289
-80% -$33.3K ﹤0.01% 3476
2023
Q4 		$41K Hold
1,613
– – ﹤0.01% 2309
2023
Q3 		$45K Sell
1,613
-1,210
-43% -$32.4K ﹤0.01% 2131
2023
Q2 		$75K Buy
2,823
+863
+44% +$22.6K ﹤0.01% 1729
2023
Q1 		$51K Sell
1,960
-527
-21% -$13.7K ﹤0.01% 1869
2022
Q4 		$65K Buy
2,487
+40
+2% +$1.14K ﹤0.01% 1594
2022
Q3 		$73K Buy
2,447
+1,271
+108% +$36.5K ﹤0.01% 1488
2022
Q2 		$33K Buy
+1,176
New +$32.3K ﹤0.01% 1840
2021
Q2 		$12K Hold
480
– – ﹤0.01% 2033
2021
Q1 		$12K Hold
480
– – ﹤0.01% 2033
2020
Q4 		$12K Hold
480
– – ﹤0.01% 2033
2020
Q3 		$12K Hold
480
– – ﹤0.01% 2032
2020
Q2 		$12K Hold
480
– – ﹤0.01% 2032
2020
Q1 		$12K Hold
480
– – ﹤0.01% 2032
2019
Q4 		$12K Hold
480
– – ﹤0.01% 2032
2019
Q3 		$12K Hold
480
– – ﹤0.01% 2032
2019
Q2 		$12K Hold
480
– – ﹤0.01% 2032
2019
Q1 		$12K Buy
+480
New +$13K ﹤0.01% 2031
2016
Q2 		– Sell
-401,305
Closed -$10.5M – 863
2016
Q1 		$10.5M Buy
+401,305
New +$10.9M 0.92% 36

Other funds holding USDU

FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
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 $1.8B AUM 22.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $228M AUM 26.15% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Carson Wealth (CWM LLC)'s USDU Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q3 2024, closing a stake of 162 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in USDU in Q1 2016 and held it in 20 quarters. The position peaked at $10.5M in Q1 2016. 48 funds tracked by Wall St. Rank hold USDU as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 162 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q3 2024, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2016 and held it in 20 quarters.
  • Carson Wealth (CWM LLC)'s WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $10.5M in Q1 2016.
  • 48 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.