DI
USDU icon

DFPG Investments’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

DFPG Investments’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
Q4 		– Sell
-57,049
Closed -$1.59M – 637
2023
Q3 		$1.59M Buy
+57,049
New +$1.53M 0.15% 151

Other funds holding USDU

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
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

DFPG Investments's USDU Position: Q4 2023 in Review

DFPG Investments sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q4 2023, closing a stake of 57,049 shares — an estimated $1.59M sold.

DFPG Investments first reported a position in USDU in Q3 2023 and held it in 1 quarter. The position peaked at $1.59M in Q3 2023. 53 funds tracked by Wall St. Rank hold USDU as of Q4 2023.

  • DFPG Investments reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q4 2023 after selling out during the quarter.
  • DFPG Investments sold 57,049 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q4 2023, an estimated $1.59M.
  • DFPG Investments first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2023 and held it in 1 quarter.
  • DFPG Investments's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $1.59M in Q3 2023.
  • 53 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.