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Castleview Partners’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Castleview Partners’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
-48
Closed -$1.25K – 734
2023
Q1 		$1.25K Buy
+48
New +$1.25K ﹤0.01% 598

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 $228M AUM 26.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Castleview Partners's USDU Position: Q2 2023 in Review

Castleview Partners sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2023, closing a stake of 48 shares — an estimated $1.25K sold.

Castleview Partners first reported a position in USDU in Q1 2023 and held it in 1 quarter. The position peaked at $1.25K in Q1 2023. 44 funds tracked by Wall St. Rank hold USDU as of Q2 2023.

  • Castleview Partners reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q2 2023 after selling out during the quarter.
  • Castleview Partners sold 48 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2023, an estimated $1.25K.
  • Castleview Partners first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2023 and held it in 1 quarter.
  • Castleview Partners's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $1.25K in Q1 2023.
  • 44 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2023.

Based on Castleview Partners's 13F filing for Q2 2023, filed 15 Aug 2023.