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Foundations Investment Advisors’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Foundations Investment 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
-192,398
Closed -$5.48M – 439
2022
Q2 		$5.48M Buy
+192,398
New +$5.28M 0.23% 52

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

Foundations Investment Advisors's USDU Position: Q3 2022 in Review

Foundations Investment Advisors sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q3 2022, closing a stake of 192,398 shares — an estimated $5.48M sold.

Foundations Investment Advisors first reported a position in USDU in Q2 2022 and held it in 1 quarter. The position peaked at $5.48M in Q2 2022. 62 funds tracked by Wall St. Rank hold USDU as of Q3 2022.

  • Foundations Investment Advisors reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q3 2022 after selling out during the quarter.
  • Foundations Investment Advisors sold 192,398 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q3 2022, an estimated $5.48M.
  • Foundations Investment Advisors first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2022 and held it in 1 quarter.
  • Foundations Investment Advisors's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $5.48M in Q2 2022.
  • 62 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2022.

Based on Foundations Investment Advisors's 13F filing for Q3 2022, filed 19 Oct 2022.