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Dowling & Yahnke’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Dowling & Yahnke’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
2018
Q4 		– Sell
-15,100
Closed -$404K – 280
2018
Q3 		$404K Buy
15,100
+3,750
+33% +$100K 0.04% 236
2018
Q2 		$302K Buy
+11,350
New +$295K 0.03% 243

Other funds holding USDU

JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LB
Legacy Bridge West Des Moines, Iowa $262M AUM 56.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dowling & Yahnke's USDU Position: Q4 2018 in Review

Dowling & Yahnke sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q4 2018, closing a stake of 15,100 shares — an estimated $404K sold.

Dowling & Yahnke first reported a position in USDU in Q2 2018 and held it in 2 quarters. The position peaked at $404K in Q3 2018. 32 funds tracked by Wall St. Rank hold USDU as of Q4 2018.

  • Dowling & Yahnke reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q4 2018 after selling out during the quarter.
  • Dowling & Yahnke sold 15,100 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q4 2018, an estimated $404K.
  • Dowling & Yahnke first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2018 and held it in 2 quarters.
  • Dowling & Yahnke's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $404K in Q3 2018.
  • 32 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2018.

Based on Dowling & Yahnke's 13F filing for Q4 2018, filed 24 Jan 2019.