Janney Montgomery Scott
USDU icon

Janney Montgomery Scott’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Janney Montgomery Scott’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
2022
Q1 		– Sell
-108,062
Closed -$2.82M – 2449
2021
Q4 		$2.82M Sell
108,062
-4,500
-4% -$117K 0.01% 818
2021
Q3 		$2.92M Buy
112,562
+250
+0.2% +$6.4K 0.01% 790
2021
Q2 		$2.85M Sell
112,312
-464
-0.4% -$11.7K 0.01% 792
2021
Q1 		$2.9M Buy
112,776
+52,557
+87% +$1.33M 0.01% 737
2020
Q4 		$1.51M Buy
60,219
+267
+0.4% +$6.92K 0.01% 982
2020
Q3 		$1.6M Buy
59,952
+22,156
+59% +$592K 0.01% 885
2020
Q2 		$1.04M Buy
+37,796
New +$1.06M 0.01% 1021
2019
Q4 		– Sell
-7,815
Closed -$220K – 2133
2019
Q3 		$220K Sell
7,815
-314
-4% -$8.73K ﹤0.01% 1846
2019
Q2 		$222K Sell
8,129
-2,341
-22% -$64.2K ﹤0.01% 1842
2019
Q1 		$286K Sell
10,470
-20,446
-66% -$553K ﹤0.01% 1696
2018
Q4 		$836K Buy
30,916
+4,324
+16% +$118K 0.01% 1021
2018
Q3 		$712K Buy
+26,592
New +$709K 0.01% 1253

Other funds holding USDU

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $496M AUM 33.57% 1-Year Est. Return

Janney Montgomery Scott's USDU Position: Q1 2022 in Review

Janney Montgomery Scott sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2022, closing a stake of 108,062 shares — an estimated $2.82M sold.

Janney Montgomery Scott first reported a position in USDU in Q3 2018 and held it in 12 quarters. The position peaked at $2.92M in Q3 2021. 40 funds tracked by Wall St. Rank hold USDU as of Q1 2022.

  • Janney Montgomery Scott reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2022 after selling out during the quarter.
  • Janney Montgomery Scott sold 108,062 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2022, an estimated $2.82M.
  • Janney Montgomery Scott first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2018 and held it in 12 quarters.
  • Janney Montgomery Scott's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $2.92M in Q3 2021.
  • 40 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2022.

Based on Janney Montgomery Scott's 13F filing for Q1 2022, filed 4 May 2022.