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Colonial Trust’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Colonial Trust’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
Q1 		– Sell
-4
Closed -$105 – 939
2022
Q4 		$105 Buy
+4
New +$114 ﹤0.01% 899

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OPCM
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VIA
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Colonial Trust's USDU Position: Q1 2023 in Review

Colonial Trust sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2023, closing a stake of 4 shares — an estimated $105 sold.

Colonial Trust first reported a position in USDU in Q4 2022 and held it in 1 quarter. The position peaked at $105 in Q4 2022. 57 funds tracked by Wall St. Rank hold USDU as of Q1 2023.

  • Colonial Trust reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2023 after selling out during the quarter.
  • Colonial Trust sold 4 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2023, an estimated $105.
  • Colonial Trust first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2022 and held it in 1 quarter.
  • Colonial Trust's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $105 in Q4 2022.
  • 57 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2023.

Based on Colonial Trust's 13F filing for Q1 2023, filed 11 May 2023.