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Financial Architects (New Jersey)’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Financial Architects (New Jersey)’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
2017
Q4 		– Sell
-800
Closed -$21K – 1602
2017
Q3 		$21K Buy
+800
New +$20.6K ﹤0.01% 951

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GFPC
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GPW
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Financial Architects (New Jersey)'s USDU Position: Q4 2017 in Review

Financial Architects (New Jersey) sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q4 2017, closing a stake of 800 shares — an estimated $21K sold.

Financial Architects (New Jersey) first reported a position in USDU in Q3 2017 and held it in 1 quarter. The position peaked at $21K in Q3 2017. 39 funds tracked by Wall St. Rank hold USDU as of Q4 2017.

  • Financial Architects (New Jersey) reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q4 2017 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 800 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q4 2017, an estimated $21K.
  • Financial Architects (New Jersey) first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2017 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $21K in Q3 2017.
  • 39 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2017, filed 12 Feb 2018.