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Fortitude Advisory Group’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-483
Closed -$13K – 1227
2022
Q1 		$13K Hold
483
– – 0.01% 959
2021
Q4 		$13K Buy
+483
New +$12.6K 0.01% 973

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MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

Fortitude Advisory Group's USDU Position: Q2 2022 in Review

Fortitude Advisory Group sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2022, closing a stake of 483 shares — an estimated $13K sold.

Fortitude Advisory Group first reported a position in USDU in Q4 2021 and held it in 2 quarters. The position peaked at $13K in Q1 2022. 52 funds tracked by Wall St. Rank hold USDU as of Q2 2022.

  • Fortitude Advisory Group reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 483 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2022, an estimated $13K.
  • Fortitude Advisory Group first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $13K in Q1 2022.
  • 52 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.