Next Financial Group’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Next Financial Group’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 Q4	$4K	Buy	+160	New	+$4.17K	﹤0.01%	2492
2020 Q4	–	Sell	-30	Closed	-$1K	–	2423
2020 Q3	$1K	Buy	+30	New	+$802	﹤0.01%	2144
2015 Q2	–	Sell	-5,225	Closed	-$149K	–	1966
2015 Q1	$149K	Buy	+5,225	New	+$146K	0.05%	371

Other funds holding USDU

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

SPFA

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

BCM

Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return

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

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

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

Next Financial Group's USDU Position: Q4 2021 in Review

Next Financial Group opened a new position in WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q4 2021: 160 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #2492 among its holdings. This is a return to the name: Next Financial Group previously reported a position in USDU as recently as Q3 2020.

Next Financial Group first reported a position in USDU in Q1 2015 and has held it in 3 quarters since. The position peaked at $149K in Q1 2015. 29 funds tracked by Wall St. Rank hold USDU as of Q4 2021.

Next Financial Group held 160 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $4K as of Q4 2021.
WisdomTree Bloomberg US Dollar Bullish Fund was a new Next Financial Group position in Q4 2021.
WisdomTree Bloomberg US Dollar Bullish Fund made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2492 holding.
Next Financial Group first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2015 and has held it in 3 quarters since.
Next Financial Group's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $149K in Q1 2015.
29 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.