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Cornerstone Wealth Group’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Cornerstone Wealth Group’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
2022
Q4 		– Sell
-513,945
Closed -$15.3M – 152
2022
Q3 		$15.3M Buy
+513,945
New +$14.8M 3.38% 5

Other funds holding USDU

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Cornerstone Wealth Group's USDU Position: Q4 2022 in Review

Cornerstone Wealth Group sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q4 2022, closing a stake of 513,945 shares — an estimated $15.3M sold.

Cornerstone Wealth Group first reported a position in USDU in Q3 2022 and held it in 1 quarter. The position peaked at $15.3M in Q3 2022. 58 funds tracked by Wall St. Rank hold USDU as of Q4 2022.

  • Cornerstone Wealth Group reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q4 2022 after selling out during the quarter.
  • Cornerstone Wealth Group sold 513,945 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q4 2022, an estimated $15.3M.
  • Cornerstone Wealth Group first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2022 and held it in 1 quarter.
  • Cornerstone Wealth Group's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $15.3M in Q3 2022.
  • 58 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2022.

Based on Cornerstone Wealth Group's 13F filing for Q4 2022, filed 25 Jan 2023.