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

Nottingham 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
2017
Q4 		– Sell
-296,952
Closed -$7.67M – 112
2017
Q3 		$7.67M Sell
296,952
-148,361
-33% -$3.82M 1.09% 31
2017
Q2 		$11.7M Buy
445,313
+2,231
+0.5% +$59.8K 1.72% 23
2017
Q1 		$12M Buy
443,082
+10,135
+2% +$279K 1.88% 19
2016
Q4 		$12.1M Buy
432,947
+4,865
+1% +$133K 2.07% 18
2016
Q3 		$11.2M Buy
428,082
+13,356
+3% +$350K 1.99% 20
2016
Q2 		$10.9M Buy
414,726
+21,311
+5% +$558K 2.01% 19
2016
Q1 		$10.8M Hold
393,415
– – 2% 18
2015
Q4 		$10.8M Sell
393,415
-268,875
-41% -$7.7M 2% 18
2015
Q3 		$19.1M Buy
662,290
+928
+0.1% +$26.5K 3.46% 11
2015
Q2 		$18.6M Buy
661,362
+212,846
+47% +$5.97M 3.05% 13
2015
Q1 		$12.8M Buy
448,516
+83,186
+23% +$2.32M 2.12% 17
2014
Q4 		$9.87M Buy
+365,330
New +$9.7M 2.5% 15

Other funds holding USDU

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GPW
GFS Private Wealth Clearwater, Florida $292M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Nottingham Advisors's USDU Position: Q4 2017 in Review

Nottingham Advisors sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q4 2017, closing a stake of 296,952 shares — an estimated $7.67M sold.

Nottingham Advisors first reported a position in USDU in Q4 2014 and held it in 12 quarters. The position peaked at $19.1M in Q3 2015. 39 funds tracked by Wall St. Rank hold USDU as of Q4 2017.

  • Nottingham Advisors reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q4 2017 after selling out during the quarter.
  • Nottingham Advisors sold 296,952 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q4 2017, an estimated $7.67M.
  • Nottingham Advisors first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2014 and held it in 12 quarters.
  • Nottingham Advisors's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $19.1M in Q3 2015.
  • 39 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2017.

Based on Nottingham Advisors's 13F filing for Q4 2017, filed 29 Jan 2018.