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Financial Advantage’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Financial Advantage’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
2015
Q2 		– Sell
-135
Closed -$4K – 130
2015
Q1 		$4K Buy
+135
New +$3.77K ﹤0.01% 116

Other funds holding USDU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CB
Community Bank Dewitt, New York $926M AUM 31.78% 1-Year Est. Return
CWM
Confluence Wealth Management Portland, Oregon $204M AUM 12.23% 1-Year Est. Return

Financial Advantage's USDU Position: Q2 2015 in Review

Financial Advantage sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2015, closing a stake of 135 shares — an estimated $4K sold.

Financial Advantage first reported a position in USDU in Q1 2015 and held it in 1 quarter. The position peaked at $4K in Q1 2015. 26 funds tracked by Wall St. Rank hold USDU as of Q2 2015.

  • Financial Advantage reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q2 2015 after selling out during the quarter.
  • Financial Advantage sold 135 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2015, an estimated $4K.
  • Financial Advantage first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2015 and held it in 1 quarter.
  • Financial Advantage's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $4K in Q1 2015.
  • 26 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2015.

Based on Financial Advantage's 13F filing for Q2 2015, filed 24 Jul 2015.