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

Financial Sense Advisors’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
2016
Q1 		– Sell
-18,355
Closed -$502K – 103
2015
Q4 		$502K Buy
+18,355
New +$526K 0.23% 63

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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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Confluence Wealth Management Portland, Oregon $204M AUM 12.23% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Financial Sense Advisors's USDU Position: Q1 2016 in Review

Financial Sense Advisors sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2016, closing a stake of 18,355 shares — an estimated $502K sold.

Financial Sense Advisors first reported a position in USDU in Q4 2015 and held it in 1 quarter. The position peaked at $502K in Q4 2015. 34 funds tracked by Wall St. Rank hold USDU as of Q1 2016.

  • Financial Sense Advisors reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2016 after selling out during the quarter.
  • Financial Sense Advisors sold 18,355 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2016, an estimated $502K.
  • Financial Sense Advisors first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2015 and held it in 1 quarter.
  • Financial Sense Advisors's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $502K in Q4 2015.
  • 34 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2016.

Based on Financial Sense Advisors's 13F filing for Q1 2016, filed 9 May 2016.