CoreCap Advisors’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

CoreCap Advisors’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 Q3	–	Sell	-53	Closed	-$1.44K	–	2743
2024 Q2	$1.44K	Buy	+53	New	+$1.41K	﹤0.01%	1363
2022 Q3	–	Sell	-1,696	Closed	-$47K	–	2017
2022 Q2	$47K	Buy	+1,696	New	+$46.5K	﹤0.01%	967

Other funds holding USDU

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SPFA

Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CoreCap Advisors's USDU Position: Q3 2024 in Review

CoreCap Advisors sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q3 2024, closing a stake of 53 shares — an estimated $1.44K sold.

CoreCap Advisors first reported a position in USDU in Q2 2022 and held it in 2 quarters. The position peaked at $47K in Q2 2022. 48 funds tracked by Wall St. Rank hold USDU as of Q3 2024.

CoreCap Advisors reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q3 2024 after selling out during the quarter.
CoreCap Advisors sold 53 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q3 2024, an estimated $1.44K.
CoreCap Advisors first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2022 and held it in 2 quarters.
CoreCap Advisors's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $47K in Q2 2022.
48 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2024.

Based on CoreCap Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.