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Ladenburg Thalmann Financial Services’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Ladenburg Thalmann Financial 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
2019
Q4 		$56K Sell
2,117
-890
-30% -$24.7K ﹤0.01% 3452
2019
Q3 		$85K Hold
3,007
– – ﹤0.01% 3051
2019
Q2 		$82K Hold
3,007
– – ﹤0.01% 3117
2019
Q1 		$82K Buy
3,007
+185
+7% +$5K ﹤0.01% 3032
2018
Q4 		$76K Sell
2,822
-801
-22% -$21.8K ﹤0.01% 2956
2018
Q3 		$97K Buy
3,623
+40
+1% +$1.07K ﹤0.01% 2847
2018
Q2 		$90K Hold
3,583
– – ﹤0.01% 2813
2018
Q1 		$90K Sell
3,583
-3,252
-48% -$82.1K ﹤0.01% 2813
2017
Q4 		$177K Hold
6,835
– – ﹤0.01% 2295
2017
Q3 		$177K Buy
6,835
+2,916
+74% +$75.1K ﹤0.01% 2204
2017
Q2 		$103K Sell
3,919
-1,005
-20% -$26.9K ﹤0.01% 2497
2017
Q1 		$134K Buy
4,924
+2,987
+154% +$82.2K ﹤0.01% 2212
2016
Q4 		$54K Buy
1,937
+232
+14% +$6.33K ﹤0.01% 2795
2016
Q3 		$45K Sell
1,705
-5,446
-76% -$143K ﹤0.01% 2857
2016
Q2 		$188K Sell
7,151
-20,418
-74% -$535K ﹤0.01% 1722
2016
Q1 		$723K Buy
27,569
+24,840
+910% +$675K 0.01% 843
2015
Q4 		$74K Sell
2,729
-15,927
-85% -$456K ﹤0.01% 2287
2015
Q3 		$538K Buy
18,656
+17,335
+1,312% +$496K 0.01% 927
2015
Q2 		$37K Buy
1,321
+663
+101% +$18.6K ﹤0.01% 2801
2015
Q1 		$19K Sell
658
-3,129
-83% -$87.4K ﹤0.01% 3221
2014
Q4 		$103K Buy
+3,787
New +$101K ﹤0.01% 1877

Other funds holding USDU

SPFA
Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LB
Legacy Bridge West Des Moines, Iowa $262M AUM 56.69% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NC
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Ladenburg Thalmann Financial Services's USDU Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 30% in Q4 2019, selling an estimated $24.7K and leaving 2,117 shares worth $56K. The position accounts for ﹤0.01% of the portfolio, ranked #3452.

Ladenburg Thalmann Financial Services first reported a position in USDU in Q4 2014 and has held it in 21 quarters since. The position peaked at $723K in Q1 2016. 23 funds tracked by Wall St. Rank hold USDU as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 2,117 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $56K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 890 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q4 2019, an estimated $24.7K.
  • WisdomTree Bloomberg US Dollar Bullish Fund made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3452 holding.
  • Ladenburg Thalmann Financial Services first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2014 and has held it in 21 quarters since.
  • Ladenburg Thalmann Financial Services's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $723K in Q1 2016.
  • 23 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.