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IFG Advisory’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

IFG Advisory’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
-5,659
Closed -$222K – 350
2017
Q4 		$222K Buy
+5,659
New +$148K 0.05% 298

Other funds holding USDU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
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
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
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
First Trust Advisors
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

IFG Advisory's USDU Position: Q1 2018 in Review

IFG Advisory sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2018, closing a stake of 5,659 shares — an estimated $222K sold.

IFG Advisory first reported a position in USDU in Q4 2017 and held it in 1 quarter. The position peaked at $222K in Q4 2017. 26 funds tracked by Wall St. Rank hold USDU as of Q1 2018.

  • IFG Advisory reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2018 after selling out during the quarter.
  • IFG Advisory sold 5,659 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2018, an estimated $222K.
  • IFG Advisory first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2017 and held it in 1 quarter.
  • IFG Advisory's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $222K in Q4 2017.
  • 26 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2018.

Based on IFG Advisory's 13F filing for Q1 2018, filed 26 Apr 2018.