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Csenge Advisory Group’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Csenge Advisory 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
2024
Q3 		– Sell
-35,030
Closed -$949K – 757
2024
Q2 		$949K Buy
+35,030
New +$933K 0.05% 262

Other funds holding USDU

FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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 $1.89B AUM 16.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Csenge Advisory Group's USDU Position: Q3 2024 in Review

Csenge Advisory Group sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q3 2024, closing a stake of 35,030 shares — an estimated $949K sold.

Csenge Advisory Group first reported a position in USDU in Q2 2024 and held it in 1 quarter. The position peaked at $949K in Q2 2024. 48 funds tracked by Wall St. Rank hold USDU as of Q3 2024.

  • Csenge Advisory Group reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q3 2024 after selling out during the quarter.
  • Csenge Advisory Group sold 35,030 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q3 2024, an estimated $949K.
  • Csenge Advisory Group first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2024 and held it in 1 quarter.
  • Csenge Advisory Group's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $949K in Q2 2024.
  • 48 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2024.

Based on Csenge Advisory Group's 13F filing for Q3 2024, filed 13 Nov 2024.