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Concourse Financial Group Securities’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-40
Closed -$1.1K – 1953
2024
Q4 		$1.1K Hold
40
– – ﹤0.01% 2080
2024
Q3 		$1.06K Buy
+40
New +$1.07K ﹤0.01% 2059

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VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
Envestnet Asset Management
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $228M AUM 26.15% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Concourse Financial Group Securities's USDU Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2025, closing a stake of 40 shares — an estimated $1.1K sold.

Concourse Financial Group Securities first reported a position in USDU in Q3 2024 and held it in 2 quarters. The position peaked at $1.1K in Q4 2024. 57 funds tracked by Wall St. Rank hold USDU as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 40 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2025, an estimated $1.1K.
  • Concourse Financial Group Securities first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2024 and held it in 2 quarters.
  • Concourse Financial Group Securities's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $1.1K in Q4 2024.
  • 57 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.