Interactive Financial Advisors’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Sell |
8,654
-22
| -0.3% | -$567 | 0.11% | 81 |
|
|
2025
Q1 | $237K | Sell |
8,676
-93
| -1% | -$2.54K | 0.12% | 79 |
|
|
2024
Q4 | $243K | Buy |
8,769
+32
| +0.4% | +$885 | 0.13% | 81 |
|
|
2024
Q3 | $232K | Sell |
8,737
-479
| -5% | -$12.7K | 0.12% | 83 |
|
|
2024
Q2 | $250K | Sell |
9,216
-325
| -3% | -$8.8K | 0.14% | 80 |
|
|
2024
Q1 | $250K | Buy |
+9,541
| New | +$250K | 0.14% | 79 |
|
|
2023
Q1 | – | Sell |
-6,968
| Closed | -$182K | – | 155 |
|
|
2022
Q4 | $182K | Buy |
6,968
+492
| +8% | +$12.8K | 0.11% | 91 |
|
|
2022
Q3 | $193K | Buy |
6,476
+166
| +3% | +$4.95K | 0.11% | 88 |
|
|
2022
Q2 | $174K | Buy |
6,310
+616
| +11% | +$17K | 0.09% | 84 |
|
|
2022
Q1 | $160K | Sell |
5,694
-521
| -8% | -$14.6K | 0.07% | 95 |
|
|
2021
Q4 | $162K | Buy |
6,215
+270
| +5% | +$7.04K | 0.06% | 92 |
|
|
2021
Q3 | $154K | Sell |
5,945
-37
| -0.6% | -$958 | 0.07% | 90 |
|
|
2021
Q2 | $152K | Sell |
5,982
-861
| -13% | -$21.9K | 0.06% | 94 |
|
|
2021
Q1 | $176K | Buy |
6,843
+1,236
| +22% | +$31.8K | 0.07% | 86 |
|
|
2020
Q4 | $140K | Buy |
5,607
+232
| +4% | +$5.79K | 0.06% | 85 |
|
|
2020
Q3 | $143K | Buy |
5,375
+221
| +4% | +$5.88K | 0.07% | 80 |
|
|
2020
Q2 | $142K | Buy |
5,154
+12
| +0.2% | +$331 | 0.07% | 76 |
|
|
2020
Q1 | $145K | Buy |
5,142
+320
| +7% | +$9.02K | 0.13% | 45 |
|
|
2019
Q4 | $129K | Buy |
4,822
+106
| +2% | +$2.84K | 0.06% | 87 |
|
|
2019
Q3 | $133K | Buy |
4,716
+976
| +26% | +$27.5K | 0.06% | 81 |
|
|
2019
Q2 | $102K | Buy |
3,740
+193
| +5% | +$5.26K | 0.05% | 90 |
|
|
2019
Q1 | $97K | Sell |
3,547
-24
| -0.7% | -$656 | 0.05% | 77 |
|
|
2018
Q4 | $97K | Sell |
3,571
-283
| -7% | -$7.69K | 0.05% | 62 |
|
|
2018
Q3 | $103K | Sell |
3,854
-269
| -7% | -$7.19K | 0.05% | 78 |
|
|
2018
Q2 | $110K | Sell |
4,123
-2,596
| -39% | -$69.3K | 0.05% | 78 |
|
|
2018
Q1 | $170K | Sell |
6,719
-8,402
| -56% | -$213K | 0.08% | 69 |
|
|
2017
Q4 | $391K | Buy |
15,121
+414
| +3% | +$10.7K | 0.17% | 50 |
|
|
2017
Q3 | $380K | Buy |
14,707
+293
| +2% | +$7.57K | 0.17% | 49 |
|
|
2017
Q2 | $379K | Sell |
14,414
-314
| -2% | -$8.26K | 0.18% | 53 |
|
|
2017
Q1 | $399K | Sell |
14,728
-1,695
| -10% | -$45.9K | 0.19% | 52 |
|
|
2016
Q4 | $459K | Sell |
16,423
-2,718
| -14% | -$76K | 0.23% | 49 |
|
|
2016
Q3 | $502K | Buy |
19,141
+666
| +4% | +$17.5K | 0.25% | 48 |
|
|
2016
Q2 | $486K | Sell |
18,475
-506
| -3% | -$13.3K | 0.26% | 47 |
|
|
2016
Q1 | $498K | Buy |
+18,981
| New | +$498K | 0.31% | 43 |
|