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Money Concepts Capital’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Money Concepts Capital’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 		$1K Sell
34
-22
-39% -$558 ﹤0.01% 708
2020
Q4 		$1K Buy
+56
New +$1.45K ﹤0.01% 654

Other funds holding USDU

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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $228M AUM 26.15% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Susquehanna International Group
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
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

Money Concepts Capital's USDU Position: Q1 2021 in Review

Money Concepts Capital reduced its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 39% in Q1 2021, selling an estimated $558 and leaving 34 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Money Concepts Capital first reported a position in USDU in Q4 2020 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold USDU as of Q1 2021.

  • Money Concepts Capital held 34 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $1K as of Q1 2021.
  • Money Concepts Capital sold 22 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2021, an estimated $558.
  • WisdomTree Bloomberg US Dollar Bullish Fund made up ﹤0.01% of Money Concepts Capital's portfolio in Q1 2021, its #708 holding.
  • Money Concepts Capital first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2020 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2021.

Based on Money Concepts Capital's 13F filing for Q1 2021, filed 17 May 2021.