Clark Capital Management Group’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Clark Capital Management Group’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
2020 Q4	–	Sell	-167,861	Closed	-$4.47M	–	363
2020 Q3	$4.47M	Buy	+167,861	New	+$4.49M	0.08%	173
2017 Q2	–	Sell	-158,126	Closed	-$4.29M	–	308
2017 Q1	$4.29M	Buy	+158,126	New	+$4.35M	0.19%	123
2016 Q2	–	Sell	-25,377	Closed	-$666K	–	359
2016 Q1	$666K	Buy	+25,377	New	+$690K	0.05%	195
2015 Q4	–	Sell	-192,554	Closed	-$5.55M	–	339
2015 Q3	$5.55M	Buy	192,554 +164,584	+588%	+$4.71M	0.5%	66
2015 Q2	$785K	Buy	+27,970	New	+$785K	0.07%	185

Other funds holding USDU

Morgan Stanley New York $1.66T AUM 25.57% 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 $208M AUM 29.36% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Legacy Bridge West Des Moines, Iowa $262M AUM 56.69% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

VWA

V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return

PAG

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Clark Capital Management Group's USDU Position: Q4 2020 in Review

Clark Capital Management Group sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q4 2020, closing a stake of 167,861 shares — an estimated $4.47M sold.

Clark Capital Management Group first reported a position in USDU in Q2 2015 and held it in 5 quarters. The position peaked at $5.55M in Q3 2015. 23 funds tracked by Wall St. Rank hold USDU as of Q4 2020.

Clark Capital Management Group reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q4 2020 after selling out during the quarter.
Clark Capital Management Group sold 167,861 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q4 2020, an estimated $4.47M.
Clark Capital Management Group first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2015 and held it in 5 quarters.
Clark Capital Management Group's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $5.55M in Q3 2015.
23 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2020.

Based on Clark Capital Management Group's 13F filing for Q4 2020, filed 26 Jan 2021.