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

GFS Private 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
2017 Q4	$3.77M	Buy	+145,454	New	+$3.79M	1.29%	20

Other funds holding USDU

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

GFS Private Wealth's USDU Position: Q4 2017 in Review

GFS Private Wealth opened a new position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q4 2017: 145,454 shares worth $3.77M. The stake represents 1.29% of the portfolio and ranks #20 among its holdings.

39 funds tracked by Wall St. Rank hold USDU as of Q4 2017.

GFS Private Wealth held 145,454 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $3.77M as of Q4 2017.
WisdomTree Bloomberg US Dollar Bullish Fund was a new GFS Private Wealth position in Q4 2017.
WisdomTree Bloomberg US Dollar Bullish Fund made up 1.29% of GFS Private Wealth's portfolio in Q4 2017, its #20 holding.
39 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2017.

Based on GFS Private Wealth's 13F filing for Q4 2017, filed 29 Jan 2018.