JFS Wealth Advisors’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

JFS Wealth Advisors’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 Q4	–	Sell	-189	Closed	-$5K	–	553
2019 Q3	$5K	Sell	189 -22	-10%	-$612	﹤0.01%	406
2019 Q2	$6K	Buy	211 +105	+99%	+$2.88K	﹤0.01%	398
2019 Q1	$3K	Sell	106 -100	-49%	-$2.7K	﹤0.01%	428
2018 Q4	$6K	Sell	206 -15	-7%	-$409	﹤0.01%	381
2018 Q3	$6K	Buy	+221	New	+$5.89K	﹤0.01%	451

Other funds holding USDU

SPFA

Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

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

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 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

JFS Wealth Advisors's USDU Position: Q4 2019 in Review

JFS Wealth Advisors sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q4 2019, closing a stake of 189 shares — an estimated $5K sold.

JFS Wealth Advisors first reported a position in USDU in Q3 2018 and held it in 5 quarters. The position peaked at $6K in Q2 2019. 23 funds tracked by Wall St. Rank hold USDU as of Q4 2019.

JFS Wealth Advisors reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q4 2019 after selling out during the quarter.
JFS Wealth Advisors sold 189 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q4 2019, an estimated $5K.
JFS Wealth Advisors first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2018 and held it in 5 quarters.
JFS Wealth Advisors's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $6K in Q2 2019.
23 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2019.

Based on JFS Wealth Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.