KAS
USDU icon

Kestra Advisory Services’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Kestra Advisory Services’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
2021
Q4 		– Sell
-13,094
Closed -$340K – 2189
2021
Q3 		$340K Buy
13,094
+104
+0.8% +$2.66K ﹤0.01% 1588
2021
Q2 		$330K Sell
12,990
-1
-0% -$25 ﹤0.01% 1516
2021
Q1 		$334K Sell
12,991
-15,686
-55% -$398K ﹤0.01% 1403
2020
Q4 		$718K Sell
28,677
-1,481
-5% -$38.4K 0.01% 1025
2020
Q3 		$803K Buy
+30,158
New +$806K 0.02% 696

Other funds holding USDU

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return