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MSI Financial Services’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

MSI Financial 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
2016
Q4 		$7K Buy
265
+219
+476% +$5.97K ﹤0.01% 3006
2016
Q3 		$1K Sell
46
-517
-92% -$13.6K ﹤0.01% 3748
2016
Q2 		$15K Sell
563
-600
-52% -$15.7K ﹤0.01% 2525
2016
Q1 		$31K Sell
1,163
-37,972
-97% -$1.03M ﹤0.01% 2052
2015
Q4 		$1.07M Buy
39,135
+11,851
+43% +$340K 0.05% 345
2015
Q3 		$787K Buy
+27,284
New +$781K 0.06% 300

Other funds holding USDU

PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
CB
Community Bank Dewitt, New York $840M AUM 22.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MSI Financial Services's USDU Position: Q4 2016 in Review

MSI Financial Services increased its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 476% in Q4 2016, buying an estimated $5.97K and bringing the position to 265 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #3006.

MSI Financial Services first reported a position in USDU in Q3 2015 and has held it in 6 quarters since. The position peaked at $1.07M in Q4 2015. 38 funds tracked by Wall St. Rank hold USDU as of Q4 2016.

  • MSI Financial Services held 265 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $7K as of Q4 2016.
  • MSI Financial Services bought 219 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q4 2016, an estimated $5.97K.
  • WisdomTree Bloomberg US Dollar Bullish Fund made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3006 holding.
  • MSI Financial Services first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2015 and has held it in 6 quarters since.
  • MSI Financial Services's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $1.07M in Q4 2015.
  • 38 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.