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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 $1.37T AUM 24.88% 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 $777M AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CB
Community Bank Dewitt, New York $840M AUM 22.23% 1-Year Est. Return
CWM
Confluence Wealth Management Portland, Oregon $204M AUM 12.23% 1-Year Est. Return