Newfound Research’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Newfound Research’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
2019 Q1	–	Sell	-148	Closed	-$4K	–	224
2018 Q4	$4K	Buy	148 +1	+0.7%	+$27	﹤0.01%	44
2018 Q3	$4K	Buy	147 +27	+23%	+$720	﹤0.01%	81
2018 Q2	$3K	Hold	120	–	–	﹤0.01%	82
2018 Q1	$3K	Hold	120	–	–	﹤0.01%	83
2017 Q4	$3K	Buy	120 +24	+25%	+$626	﹤0.01%	97
2017 Q3	$2K	Hold	96	–	–	﹤0.01%	110
2017 Q2	$3K	Hold	96	–	–	﹤0.01%	92
2017 Q1	$3K	Sell	96 -937	-91%	-$25.8K	﹤0.01%	91
2016 Q4	$29K	Buy	1,033 +86	+9%	+$2.35K	0.03%	40
2016 Q3	$25K	Buy	947 +199	+27%	+$5.22K	0.02%	47
2016 Q2	$20K	Sell	748 -303	-29%	-$7.94K	0.02%	48
2016 Q1	$28K	Buy	1,051 +284	+37%	+$7.72K	0.03%	33
2015 Q4	$21K	Buy	+767	New	+$22K	0.03%	37

Other funds holding USDU

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Newfound Research's USDU Position: Q1 2019 in Review

Newfound Research sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2019, closing a stake of 148 shares — an estimated $4K sold.

Newfound Research first reported a position in USDU in Q4 2015 and held it in 13 quarters. The position peaked at $29K in Q4 2016. 27 funds tracked by Wall St. Rank hold USDU as of Q1 2019.

Newfound Research reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2019 after selling out during the quarter.
Newfound Research sold 148 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2019, an estimated $4K.
Newfound Research first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2015 and held it in 13 quarters.
Newfound Research's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $29K in Q4 2016.
27 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2019.

Based on Newfound Research's 13F filing for Q1 2019, filed 14 May 2019.