GI
USDU icon

Gradient Investments’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Gradient Investments’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
Q2 		– Sell
-360
Closed -$10K – 909
2017
Q1 		$10K Buy
360
+228
+173% +$6.28K ﹤0.01% 514
2016
Q4 		$4K Buy
+132
New +$3.6K ﹤0.01% 582

Other funds holding USDU

PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Wells Fargo
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
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gradient Investments's USDU Position: Q2 2017 in Review

Gradient Investments sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2017, closing a stake of 360 shares — an estimated $10K sold.

Gradient Investments first reported a position in USDU in Q4 2016 and held it in 2 quarters. The position peaked at $10K in Q1 2017. 38 funds tracked by Wall St. Rank hold USDU as of Q2 2017.

  • Gradient Investments reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q2 2017 after selling out during the quarter.
  • Gradient Investments sold 360 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2017, an estimated $10K.
  • Gradient Investments first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2016 and held it in 2 quarters.
  • Gradient Investments's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $10K in Q1 2017.
  • 38 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2017.

Based on Gradient Investments's 13F filing for Q2 2017, filed 19 Jul 2017.