Global Financial Private Capital’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Global Financial Private Capital’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
2018 Q1	–	Sell	-421,472	Closed	-$10.9M	–	559
2017 Q4	$10.9M	Buy	421,472 +10,968	+3%	+$286K	0.37%	74
2017 Q3	$10.6M	Buy	410,504 +29,340	+8%	+$756K	0.38%	73
2017 Q2	$10M	Buy	381,164 +10,580	+3%	+$284K	0.48%	64
2017 Q1	$10.1M	Buy	+370,584	New	+$10.2M	0.51%	59

Other funds holding USDU

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

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

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

AWS

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CHA

Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Global Financial Private Capital's USDU Position: Q1 2018 in Review

Global Financial Private Capital sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2018, closing a stake of 421,472 shares — an estimated $10.9M sold.

Global Financial Private Capital first reported a position in USDU in Q1 2017 and held it in 4 quarters. The position peaked at $10.9M in Q4 2017. 26 funds tracked by Wall St. Rank hold USDU as of Q1 2018.

Global Financial Private Capital reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2018 after selling out during the quarter.
Global Financial Private Capital sold 421,472 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2018, an estimated $10.9M.
Global Financial Private Capital first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2017 and held it in 4 quarters.
Global Financial Private Capital's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $10.9M in Q4 2017.
26 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2018.

Based on Global Financial Private Capital's 13F filing for Q1 2018, filed 14 May 2018.