DWM
USDU icon

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

Darwin 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
2023
Q2 		– Sell
-11,526
Closed -$300K – 168
2023
Q1 		$300K Sell
11,526
-120
-1% -$3.13K 0.08% 122
2022
Q4 		$298K Buy
+11,646
New +$332K 0.08% 134

Other funds holding USDU

GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Darwin Wealth Management's USDU Position: Q2 2023 in Review

Darwin Wealth Management sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2023, closing a stake of 11,526 shares — an estimated $300K sold.

Darwin Wealth Management first reported a position in USDU in Q4 2022 and held it in 2 quarters. The position peaked at $300K in Q1 2023. 44 funds tracked by Wall St. Rank hold USDU as of Q2 2023.

  • Darwin Wealth Management reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q2 2023 after selling out during the quarter.
  • Darwin Wealth Management sold 11,526 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2023, an estimated $300K.
  • Darwin Wealth Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2022 and held it in 2 quarters.
  • Darwin Wealth Management's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $300K in Q1 2023.
  • 44 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2023.

Based on Darwin Wealth Management's 13F filing for Q2 2023, filed 12 Jul 2023.