Envestnet Portfolio Solutions
USDU icon

Envestnet Portfolio Solutions’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Envestnet Portfolio Solutions’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
-14,629
Closed -$396K – 1746
2024
Q2 		$396K Buy
+14,629
New +$389K ﹤0.01% 1231

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

Envestnet Portfolio Solutions's USDU Position: Q3 2024 in Review

Envestnet Portfolio Solutions sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q3 2024, closing a stake of 14,629 shares — an estimated $396K sold.

Envestnet Portfolio Solutions first reported a position in USDU in Q2 2024 and held it in 1 quarter. The position peaked at $396K in Q2 2024. 48 funds tracked by Wall St. Rank hold USDU as of Q3 2024.

  • Envestnet Portfolio Solutions reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q3 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 14,629 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q3 2024, an estimated $396K.
  • Envestnet Portfolio Solutions first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2024 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $396K in Q2 2024.
  • 48 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2024, filed 31 Oct 2024.