L.M. Kohn & Company’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

L.M. Kohn & Company’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
2024 Q3	–	Sell	-22,869	Closed	-$620K	–	308
2024 Q2	$620K	Buy	+22,869	New	+$609K	0.17%	124
2023 Q2	–	Sell	-58,139	Closed	-$1.52M	–	250
2023 Q1	$1.52M	Buy	+58,139	New	+$1.52M	0.63%	29

Other funds holding USDU

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

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

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SPFA

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

L.M. Kohn & Company's USDU Position: Q3 2024 in Review

L.M. Kohn & Company sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q3 2024, closing a stake of 22,869 shares — an estimated $620K sold.

L.M. Kohn & Company first reported a position in USDU in Q1 2023 and held it in 2 quarters. The position peaked at $1.52M in Q1 2023. 48 funds tracked by Wall St. Rank hold USDU as of Q3 2024.

L.M. Kohn & Company reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q3 2024 after selling out during the quarter.
L.M. Kohn & Company sold 22,869 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q3 2024, an estimated $620K.
L.M. Kohn & Company first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2023 and held it in 2 quarters.
L.M. Kohn & Company's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $1.52M in Q1 2023.
48 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2024.

Based on L.M. Kohn & Company's 13F filing for Q3 2024, filed 14 Nov 2024.