Cetera Advisor Networks’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Cetera Advisor Networks’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 Q1	$6.17M	Sell	235,462 -3,641	-2%	-$94.1K	0.03%	543
2023 Q4	$6M	Sell	239,103 -585	-0.2%	-$16K	0.03%	496
2023 Q3	$6.62M	Buy	239,688 +276	+0.1%	+$7.39K	0.04%	423
2023 Q2	$6.35M	Sell	239,412 -82,017	-26%	-$2.15M	0.04%	409
2023 Q1	$8.38M	Buy	321,429 +16,587	+5%	+$433K	0.06%	325
2022 Q4	$7.94M	Buy	304,842 +26,425	+9%	+$754K	0.06%	320
2022 Q3	$8.29M	Sell	278,417 -95,006	-25%	-$2.73M	0.1%	227
2022 Q2	$10.4M	Buy	373,423 +25,692	+7%	+$705K	0.13%	176
2022 Q1	$9.2M	Buy	347,731 +14,744	+4%	+$388K	0.11%	194
2021 Q4	$8.68M	Buy	332,987 +20,194	+6%	+$527K	0.11%	203
2021 Q3	$8.12M	Buy	312,793 +16,773	+6%	+$430K	0.11%	198
2021 Q2	$7.53M	Buy	296,020 +27,106	+10%	+$684K	0.11%	207
2021 Q1	$6.92M	Buy	268,914 +97,442	+57%	+$2.47M	0.15%	160
2020 Q4	$4.29M	Buy	171,472 +68,852	+67%	+$1.78M	0.1%	197
2020 Q3	$2.73M	Buy	+102,620	New	+$2.74M	0.07%	246

Other funds holding USDU

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SPFA

Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Advisor Networks's USDU Position: Q1 2024 in Review

Cetera Advisor Networks reduced its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 1.5% in Q1 2024, selling an estimated $94.1K and leaving 235,462 shares worth $6.17M. The position accounts for 0.03% of the portfolio, ranked #543.

Cetera Advisor Networks first reported a position in USDU in Q3 2020 and has held it in 15 quarters since. The position peaked at $10.4M in Q2 2022. 49 funds tracked by Wall St. Rank hold USDU as of Q1 2024.

Cetera Advisor Networks held 235,462 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $6.17M as of Q1 2024.
Cetera Advisor Networks sold 3,641 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2024, an estimated $94.1K.
WisdomTree Bloomberg US Dollar Bullish Fund made up 0.03% of Cetera Advisor Networks's portfolio in Q1 2024, its #543 holding.
Cetera Advisor Networks first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2020 and has held it in 15 quarters since.
Cetera Advisor Networks's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $10.4M in Q2 2022.
49 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.