Lloyd Advisory Services’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Lloyd Advisory 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
2020 Q2	–	Sell	-77	Closed	-$2K	–	344
2020 Q1	$2K	Hold	77	–	–	﹤0.01%	230
2019 Q4	$2K	Buy	+77	New	+$2.14K	﹤0.01%	314

Other funds holding USDU

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

SPFA

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

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

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

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

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

Legacy Bridge West Des Moines, Iowa $262M AUM 56.69% 1-Year Est. Return

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

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

Lloyd Advisory Services's USDU Position: Q2 2020 in Review

Lloyd Advisory Services sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2020, closing a stake of 77 shares — an estimated $2K sold.

Lloyd Advisory Services first reported a position in USDU in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q1 2020. 26 funds tracked by Wall St. Rank hold USDU as of Q2 2020.

Lloyd Advisory Services reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q2 2020 after selling out during the quarter.
Lloyd Advisory Services sold 77 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2020, an estimated $2K.
Lloyd Advisory Services first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2019 and held it in 2 quarters.
Lloyd Advisory Services's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $2K in Q1 2020.
26 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2020.

Based on Lloyd Advisory Services's 13F filing for Q2 2020, filed 7 Aug 2020.