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Client First Investment Management’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Client First Investment Management’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
Q2 		– Sell
-48,932
Closed -$1.28M – 31
2024
Q1 		$1.28M Buy
+48,932
New +$1.26M 1.02% 14

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GG
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OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return

Client First Investment Management's USDU Position: Q2 2024 in Review

Client First Investment Management sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2024, closing a stake of 48,932 shares — an estimated $1.28M sold.

Client First Investment Management first reported a position in USDU in Q1 2024 and held it in 1 quarter. The position peaked at $1.28M in Q1 2024. 62 funds tracked by Wall St. Rank hold USDU as of Q2 2024.

  • Client First Investment Management reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q2 2024 after selling out during the quarter.
  • Client First Investment Management sold 48,932 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2024, an estimated $1.28M.
  • Client First Investment Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2024 and held it in 1 quarter.
  • Client First Investment Management's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $1.28M in Q1 2024.
  • 62 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2024.

Based on Client First Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.