First Trust Advisors
USDU icon

First Trust Advisors’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

First Trust 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
2022
Q3 		– Sell
-14,399
Closed -$402K – 2610
2022
Q2 		$402K Buy
14,399
+703
+5% +$19.3K ﹤0.01% 2250
2022
Q1 		$363K Buy
13,696
+74
+0.5% +$1.95K ﹤0.01% 2334
2021
Q4 		$355K Buy
13,622
+5,573
+69% +$145K ﹤0.01% 2362
2021
Q3 		$209K Buy
+8,049
New +$206K ﹤0.01% 2439
2020
Q4 		– Sell
-10,367
Closed -$276K – 2418
2020
Q3 		$276K Buy
10,367
+2,376
+30% +$63.5K ﹤0.01% 2177
2020
Q2 		$220K Sell
7,991
-5,176
-39% -$145K ﹤0.01% 2229
2020
Q1 		$372K Sell
13,167
-692
-5% -$19K ﹤0.01% 2035
2019
Q4 		$370K Buy
13,859
+544
+4% +$15.1K ﹤0.01% 2217
2019
Q3 		$375K Sell
13,315
-9,091
-41% -$253K ﹤0.01% 2223
2019
Q2 		$611K Sell
22,406
-1,975
-8% -$54.2K ﹤0.01% 2038
2019
Q1 		$666K Sell
24,381
-5,701
-19% -$154K ﹤0.01% 2027
2018
Q4 		$814K Buy
30,082
+2,678
+10% +$73K ﹤0.01% 1934
2018
Q3 		$733K Sell
27,404
-624
-2% -$16.6K ﹤0.01% 2053
2018
Q2 		$745K Sell
28,028
-90
-0.3% -$2.34K ﹤0.01% 2038
2018
Q1 		$710K Sell
28,118
-123
-0.4% -$3.1K ﹤0.01% 1915
2017
Q4 		$731K Buy
28,241
+2,444
+9% +$63.7K ﹤0.01% 1967
2017
Q3 		$667K Buy
25,797
+945
+4% +$24.3K ﹤0.01% 1989
2017
Q2 		$653K Buy
24,852
+2,153
+9% +$57.7K ﹤0.01% 1996
2017
Q1 		$616K Buy
22,699
+54
+0.2% +$1.49K ﹤0.01% 2003
2016
Q4 		$633K Buy
22,645
+1,982
+10% +$54.1K ﹤0.01% 2015
2016
Q3 		$542K Buy
20,663
+464
+2% +$12.2K ﹤0.01% 1977
2016
Q2 		$531K Sell
20,199
-293
-1% -$7.68K ﹤0.01% 1940
2016
Q1 		$538K Buy
20,492
+5,630
+38% +$153K ﹤0.01% 1909
2015
Q4 		$407K Sell
14,862
-262
-2% -$7.51K ﹤0.01% 2024
2015
Q3 		$436K Buy
15,124
+268
+2% +$7.67K ﹤0.01% 2006
2015
Q2 		$417K Buy
+14,856
New +$417K ﹤0.01% 2021

Other funds holding USDU

3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Trust Advisors's USDU Position: Q3 2022 in Review

First Trust Advisors sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q3 2022, closing a stake of 14,399 shares — an estimated $402K sold.

First Trust Advisors first reported a position in USDU in Q2 2015 and held it in 26 quarters. The position peaked at $814K in Q4 2018. 62 funds tracked by Wall St. Rank hold USDU as of Q3 2022.

  • First Trust Advisors reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q3 2022 after selling out during the quarter.
  • First Trust Advisors sold 14,399 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q3 2022, an estimated $402K.
  • First Trust Advisors first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2015 and held it in 26 quarters.
  • First Trust Advisors's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $814K in Q4 2018.
  • 62 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2022.

Based on First Trust Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.