Mercer Global Advisors’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Mercer Global Advisors’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
2022 Q4	–	Sell	-27,301	Closed	-$813K	–	1994
2022 Q3	$813K	Buy	+27,301	New	+$784K	﹤0.01%	933
2020 Q1	–	Sell	-111,751	Closed	-$2.98M	–	1251
2019 Q4	$2.98M	Sell	111,751 -2,853	-2%	-$79.3K	0.06%	258
2019 Q3	$3.23M	Sell	114,604 -7,623	-6%	-$212K	0.08%	207
2019 Q2	$3.33M	Sell	122,227 -8,966	-7%	-$246K	0.09%	189
2019 Q1	$3.58M	Buy	+131,193	New	+$3.55M	0.13%	148

Other funds holding USDU

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Mercer Global Advisors's USDU Position: Q4 2022 in Review

Mercer Global Advisors sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q4 2022, closing a stake of 27,301 shares — an estimated $813K sold.

Mercer Global Advisors first reported a position in USDU in Q1 2019 and held it in 5 quarters. The position peaked at $3.58M in Q1 2019. 58 funds tracked by Wall St. Rank hold USDU as of Q4 2022.

Mercer Global Advisors reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q4 2022 after selling out during the quarter.
Mercer Global Advisors sold 27,301 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q4 2022, an estimated $813K.
Mercer Global Advisors first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2019 and held it in 5 quarters.
Mercer Global Advisors's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $3.58M in Q1 2019.
58 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2022.

Based on Mercer Global Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.