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Impact Partnership Wealth’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Impact Partnership 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
2023
Q4 		– Sell
-266
Closed -$7.35K – 1086
2023
Q3 		$7.35K Sell
266
-233
-47% -$6.24K ﹤0.01% 638
2023
Q2 		$13.2K Buy
+499
New +$13.1K ﹤0.01% 397

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OPCM
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PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Impact Partnership Wealth's USDU Position: Q4 2023 in Review

Impact Partnership Wealth sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q4 2023, closing a stake of 266 shares — an estimated $7.35K sold.

Impact Partnership Wealth first reported a position in USDU in Q2 2023 and held it in 2 quarters. The position peaked at $13.2K in Q2 2023. 53 funds tracked by Wall St. Rank hold USDU as of Q4 2023.

  • Impact Partnership Wealth reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 266 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q4 2023, an estimated $7.35K.
  • Impact Partnership Wealth first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $13.2K in Q2 2023.
  • 53 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.