Jim Simons
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Jim Simons’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Jim Simons’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
Q1 		– Sell
-11,075
Closed -$289K – 4414
2022
Q4 		$289K Buy
+11,075
New +$316K ﹤0.01% 3238

Other funds holding USDU

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Jim Simons's USDU Position: Q1 2023 in Review

Jim Simons sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2023, closing a stake of 11,075 shares — an estimated $289K sold.

Jim Simons first reported a position in USDU in Q4 2022 and held it in 1 quarter. The position peaked at $289K in Q4 2022. 57 funds tracked by Wall St. Rank hold USDU as of Q1 2023.

  • Jim Simons reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2023 after selling out during the quarter.
  • Jim Simons sold 11,075 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2023, an estimated $289K.
  • Jim Simons first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2022 and held it in 1 quarter.
  • Jim Simons's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $289K in Q4 2022.
  • 57 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2023.

Based on Renaissance Technologies's 13F filing for Q1 2023, filed 12 May 2023.