Orion Portfolio Solutions
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Orion Portfolio Solutions’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Orion Portfolio Solutions’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
2024
Q1 		– Sell
-8,459
Closed -$214K – 1758
2023
Q4 		$214K Buy
+8,459
New +$232K ﹤0.01% 1545

Other funds holding USDU

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
Osborne Partners Capital Management
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cetera Advisor Networks
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $228M AUM 26.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Vident Advisory
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return

Orion Portfolio Solutions's USDU Position: Q1 2024 in Review

Orion Portfolio Solutions sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2024, closing a stake of 8,459 shares — an estimated $214K sold.

Orion Portfolio Solutions first reported a position in USDU in Q4 2023 and held it in 1 quarter. The position peaked at $214K in Q4 2023. 50 funds tracked by Wall St. Rank hold USDU as of Q1 2024.

  • Orion Portfolio Solutions reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 8,459 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2024, an estimated $214K.
  • Orion Portfolio Solutions first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2023 and held it in 1 quarter.
  • Orion Portfolio Solutions's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $214K in Q4 2023.
  • 50 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2024.

Based on Orion Portfolio Solutions's 13F filing for Q1 2024, filed 9 May 2024.