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FirstPurpose Wealth’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

FirstPurpose Wealth’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
Q4 		– Sell
-12,267
Closed -$365K – 193
2022
Q3 		$365K Buy
+12,267
New +$352K 0.24% 77

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

FirstPurpose Wealth's USDU Position: Q4 2022 in Review

FirstPurpose Wealth sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q4 2022, closing a stake of 12,267 shares — an estimated $365K sold.

FirstPurpose Wealth first reported a position in USDU in Q3 2022 and held it in 1 quarter. The position peaked at $365K in Q3 2022. 58 funds tracked by Wall St. Rank hold USDU as of Q4 2022.

  • FirstPurpose Wealth reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q4 2022 after selling out during the quarter.
  • FirstPurpose Wealth sold 12,267 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q4 2022, an estimated $365K.
  • FirstPurpose Wealth first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2022 and held it in 1 quarter.
  • FirstPurpose Wealth's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $365K in Q3 2022.
  • 58 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2022.

Based on FirstPurpose Wealth's 13F filing for Q4 2022, filed 26 Jan 2023.