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Community Bank’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Community Bank’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
Q4 		– Sell
-82,028
Closed -$2.12M – 704
2017
Q3 		$2.12M Sell
82,028
-11,387
-12% -$293K 0.23% 109
2017
Q2 		$2.45M Sell
93,415
-90
-0.1% -$2.41K 0.27% 106
2017
Q1 		$2.54M Buy
93,505
+95
+0.1% +$2.62K 0.53% 50
2016
Q4 		$2.61M Hold
93,410
– – 0.57% 52
2016
Q3 		$2.45M Buy
93,410
+15,000
+19% +$394K 0.56% 54
2016
Q2 		$2.06M Sell
78,410
-150
-0.2% -$3.93K 0.49% 56
2016
Q1 		$2.06M Buy
78,560
+10,660
+16% +$290K 0.5% 54
2015
Q4 		$1.86M Sell
67,900
-12,875
-16% -$369K 0.45% 60
2015
Q3 		$2.33M Sell
80,775
-2,800
-3% -$80.1K 0.6% 46
2015
Q2 		$2.34M Buy
83,575
+11,150
+15% +$313K 0.56% 53
2015
Q1 		$2.07M Buy
72,425
+150
+0.2% +$4.19K 0.48% 59
2014
Q4 		$1.96M Buy
+72,275
New +$1.92M 0.44% 55

Other funds holding USDU

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GPW
GFS Private Wealth Clearwater, Florida $292M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Community Bank's USDU Position: Q4 2017 in Review

Community Bank sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q4 2017, closing a stake of 82,028 shares — an estimated $2.12M sold.

Community Bank first reported a position in USDU in Q4 2014 and held it in 12 quarters. The position peaked at $2.61M in Q4 2016. 39 funds tracked by Wall St. Rank hold USDU as of Q4 2017.

  • Community Bank reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q4 2017 after selling out during the quarter.
  • Community Bank sold 82,028 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q4 2017, an estimated $2.12M.
  • Community Bank first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2014 and held it in 12 quarters.
  • Community Bank's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $2.61M in Q4 2016.
  • 39 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2017.

Based on Community Bank's 13F filing for Q4 2017, filed 6 Feb 2018.