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International Assets Investment Management’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

International Assets Investment Management’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
Q2 		– Sell
-186
Closed -$4.85K – 1061
2023
Q1 		$4.85K Buy
+186
New +$4.85K ﹤0.01% 910
2021
Q2 		– Sell
-84
Closed -$2K – 1824
2021
Q1 		$2K Hold
84
– – ﹤0.01% 2049
2020
Q4 		$2K Buy
+84
New +$2.17K ﹤0.01% 1922

Other funds holding USDU

GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 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 $228M AUM 26.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

International Assets Investment Management's USDU Position: Q2 2023 in Review

International Assets Investment Management sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2023, closing a stake of 186 shares — an estimated $4.85K sold.

International Assets Investment Management first reported a position in USDU in Q4 2020 and held it in 3 quarters. The position peaked at $4.85K in Q1 2023. 44 funds tracked by Wall St. Rank hold USDU as of Q2 2023.

  • International Assets Investment Management reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q2 2023 after selling out during the quarter.
  • International Assets Investment Management sold 186 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2023, an estimated $4.85K.
  • International Assets Investment Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2020 and held it in 3 quarters.
  • International Assets Investment Management's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $4.85K in Q1 2023.
  • 44 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2023.

Based on International Assets Investment Management's 13F filing for Q2 2023, filed 20 Jul 2023.