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ORG Partners’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

ORG Partners’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
2023
Q3 		– Sell
-112
Closed -$2.56K – 1592
2023
Q2 		$2.56K Buy
+112
New +$2.94K ﹤0.01% 1182

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GG
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OPCM
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Jane Street
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return

ORG Partners's USDU Position: Q3 2023 in Review

ORG Partners sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q3 2023, closing a stake of 112 shares — an estimated $2.56K sold.

ORG Partners first reported a position in USDU in Q2 2023 and held it in 1 quarter. The position peaked at $2.56K in Q2 2023. 46 funds tracked by Wall St. Rank hold USDU as of Q3 2023.

  • ORG Partners reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q3 2023 after selling out during the quarter.
  • ORG Partners sold 112 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q3 2023, an estimated $2.56K.
  • ORG Partners first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2023 and held it in 1 quarter.
  • ORG Partners's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $2.56K in Q2 2023.
  • 46 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2023.

Based on ORG Partners's 13F filing for Q3 2023, filed 3 Nov 2023.