Janney Capital Management’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Janney Capital 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
2019 Q2	–	Sell	-7,508	Closed	-$205K	–	212
2019 Q1	$205K	Sell	7,508 -836,256	-99%	-$22.6M	0.01%	198
2018 Q4	$22.8M	Sell	843,764 -77,829	-8%	-$2.12M	1.23%	26
2018 Q3	$24.7M	Sell	921,593 -31,754	-3%	-$847K	1.07%	27
2018 Q2	$25.3M	Buy	+953,347	New	+$24.8M	1.12%	21

Other funds holding USDU

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy Bridge West Des Moines, Iowa $262M AUM 56.69% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Janney Capital Management's USDU Position: Q2 2019 in Review

Janney Capital Management sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2019, closing a stake of 7,508 shares — an estimated $205K sold.

Janney Capital Management first reported a position in USDU in Q2 2018 and held it in 4 quarters. The position peaked at $25.3M in Q2 2018. 24 funds tracked by Wall St. Rank hold USDU as of Q2 2019.

Janney Capital Management reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q2 2019 after selling out during the quarter.
Janney Capital Management sold 7,508 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2019, an estimated $205K.
Janney Capital Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2018 and held it in 4 quarters.
Janney Capital Management's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $25.3M in Q2 2018.
24 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2019.

Based on Janney Capital Management's 13F filing for Q2 2019, filed 29 Jul 2019.