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

Legacy Private Trust’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
2015
Q3 		– Sell
-27,710
Closed -$778K – 248
2015
Q2 		$778K Buy
+27,710
New +$777K 0.12% 158

Other funds holding USDU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
CWM
Confluence Wealth Management Portland, Oregon $204M AUM 12.23% 1-Year Est. Return
CB
Community Bank Dewitt, New York $926M AUM 31.78% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Legacy Private Trust's USDU Position: Q3 2015 in Review

Legacy Private Trust sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q3 2015, closing a stake of 27,710 shares — an estimated $778K sold.

Legacy Private Trust first reported a position in USDU in Q2 2015 and held it in 1 quarter. The position peaked at $778K in Q2 2015. 32 funds tracked by Wall St. Rank hold USDU as of Q3 2015.

  • Legacy Private Trust reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q3 2015 after selling out during the quarter.
  • Legacy Private Trust sold 27,710 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q3 2015, an estimated $778K.
  • Legacy Private Trust first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2015 and held it in 1 quarter.
  • Legacy Private Trust's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $778K in Q2 2015.
  • 32 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2015.

Based on Legacy Private Trust's 13F filing for Q3 2015, filed 9 Oct 2015.