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Concert Wealth Management’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Concert Wealth 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
2016
Q4 		– Sell
-673
Closed -$18K – 895
2016
Q3 		$18K Buy
+673
New +$17.7K ﹤0.01% 914

Other funds holding USDU

PAG
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
CB
Community Bank Dewitt, New York $840M AUM 22.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Concert Wealth Management's USDU Position: Q4 2016 in Review

Concert Wealth Management sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q4 2016, closing a stake of 673 shares — an estimated $18K sold.

Concert Wealth Management first reported a position in USDU in Q3 2016 and held it in 1 quarter. The position peaked at $18K in Q3 2016. 38 funds tracked by Wall St. Rank hold USDU as of Q4 2016.

  • Concert Wealth Management reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 673 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q4 2016, an estimated $18K.
  • Concert Wealth Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $18K in Q3 2016.
  • 38 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.