Legacy Bridge’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Legacy Bridge’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 Q1	–	Sell	-31,285	Closed	-$783K	–	294
2020 Q4	$783K	Hold	31,285	–	–	0.57%	74
2020 Q3	$833K	Hold	31,285	–	–	0.76%	47
2020 Q2	$863K	Sell	31,285 -1,300	-4%	-$36.5K	0.95%	29
2020 Q1	$921K	Hold	32,585	–	–	1.16%	15
2019 Q4	$869K	Sell	32,585 -3,840	-11%	-$107K	0.72%	45
2019 Q3	$1.03M	Hold	36,425	–	–	0.98%	20
2019 Q2	$993K	Hold	36,425	–	–	0.96%	20
2019 Q1	$995K	Hold	36,425	–	–	1.03%	15
2018 Q4	$985K	Buy	+36,425	New	+$993K	1.22%	10

Other funds holding USDU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SPFA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

VWA

V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

IFA

Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return

Legacy Bridge's USDU Position: Q1 2021 in Review

Legacy Bridge sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2021, closing a stake of 31,285 shares — an estimated $783K sold.

Legacy Bridge first reported a position in USDU in Q4 2018 and held it in 9 quarters. The position peaked at $1.03M in Q3 2019. 21 funds tracked by Wall St. Rank hold USDU as of Q1 2021.

Legacy Bridge reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2021 after selling out during the quarter.
Legacy Bridge sold 31,285 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2021, an estimated $783K.
Legacy Bridge first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2018 and held it in 9 quarters.
Legacy Bridge's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $1.03M in Q3 2019.
21 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2021.

Based on Legacy Bridge's 13F filing for Q1 2021, filed 29 Apr 2021.