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Householder Group Estate & Retirement Specialist’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q1 		– Sell
-9,424
Closed -$236K – 1320
2023
Q4 		$236K Buy
+9,424
New +$258K 0.08% 222

Other funds holding USDU

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $228M AUM 26.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's USDU Position: Q1 2024 in Review

Householder Group Estate & Retirement Specialist sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2024, closing a stake of 9,424 shares — an estimated $236K sold.

Householder Group Estate & Retirement Specialist first reported a position in USDU in Q4 2023 and held it in 1 quarter. The position peaked at $236K in Q4 2023. 49 funds tracked by Wall St. Rank hold USDU as of Q1 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 9,424 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2024, an estimated $236K.
  • Householder Group Estate & Retirement Specialist first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2023 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $236K in Q4 2023.
  • 49 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2024, filed 3 May 2024.