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LifePlan Financial Group’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

LifePlan Financial Group’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
-12,051
Closed -$338K – 99
2015
Q2 		$338K Sell
12,051
-187,449
-94% -$5.26M 0.23% 72
2015
Q1 		$5.7M Buy
+199,500
New +$5.57M 3.79% 10

Other funds holding USDU

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
CWM
Confluence Wealth Management Portland, Oregon $204M AUM 12.23% 1-Year Est. Return
CB
Community Bank Dewitt, New York $840M AUM 22.23% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LifePlan Financial Group's USDU Position: Q3 2015 in Review

LifePlan Financial Group sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q3 2015, closing a stake of 12,051 shares — an estimated $338K sold.

LifePlan Financial Group first reported a position in USDU in Q1 2015 and held it in 2 quarters. The position peaked at $5.7M in Q1 2015. 32 funds tracked by Wall St. Rank hold USDU as of Q3 2015.

  • LifePlan Financial Group reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q3 2015 after selling out during the quarter.
  • LifePlan Financial Group sold 12,051 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q3 2015, an estimated $338K.
  • LifePlan Financial Group first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2015 and held it in 2 quarters.
  • LifePlan Financial Group's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $5.7M in Q1 2015.
  • 32 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2015.

Based on LifePlan Financial Group's 13F filing for Q3 2015, filed 14 Oct 2015.