Pasadena Private Wealth’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Pasadena Private Wealth’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
2020 Q4	–	Sell	-255,663	Closed	-$6.81M	–	93
2020 Q3	$6.81M	Buy	+255,663	New	+$6.83M	2.64%	15

Other funds holding USDU

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

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

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

Janney Montgomery Scott

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

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

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return