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

Cetera 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
2017 Q1	–	Sell	-19,072	Closed	-$535K	–	815
2016 Q4	$535K	Buy	19,072 +4,245	+29%	+$116K	0.04%	391
2016 Q3	$392K	Sell	14,827 -2,997	-17%	-$78.6K	0.03%	487
2016 Q2	$470K	Buy	17,824 +5,064	+40%	+$133K	0.04%	432
2016 Q1	$338K	Buy	12,760 +1,660	+15%	+$45.1K	0.03%	498
2015 Q4	$301K	Buy	+11,100	New	+$318K	0.03%	538
2015 Q2	–	Sell	-9,635	Closed	-$277K	–	751
2015 Q1	$277K	Buy	+9,635	New	+$269K	0.03%	530

Other funds holding USDU

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Community Bank Dewitt, New York $840M AUM 22.23% 1-Year Est. Return

Cetera Advisors's USDU Position: Q1 2017 in Review

Cetera Advisors sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2017, closing a stake of 19,072 shares — an estimated $535K sold.

Cetera Advisors first reported a position in USDU in Q1 2015 and held it in 6 quarters. The position peaked at $535K in Q4 2016. 39 funds tracked by Wall St. Rank hold USDU as of Q1 2017.

Cetera Advisors reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2017 after selling out during the quarter.
Cetera Advisors sold 19,072 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2017, an estimated $535K.
Cetera Advisors first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2015 and held it in 6 quarters.
Cetera Advisors's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $535K in Q4 2016.
39 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2017.

Based on Cetera Advisors's 13F filing for Q1 2017, filed 15 May 2017.