PPW
USDU icon

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $228M AUM 26.15% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LB
Legacy Bridge West Des Moines, Iowa $324M AUM 70.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
VWA
V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Pasadena Private Wealth's USDU Position: Q4 2020 in Review

Pasadena Private Wealth sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q4 2020, closing a stake of 255,663 shares — an estimated $6.81M sold.

Pasadena Private Wealth first reported a position in USDU in Q3 2020 and held it in 1 quarter. The position peaked at $6.81M in Q3 2020. 23 funds tracked by Wall St. Rank hold USDU as of Q4 2020.

  • Pasadena Private Wealth reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q4 2020 after selling out during the quarter.
  • Pasadena Private Wealth sold 255,663 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q4 2020, an estimated $6.81M.
  • Pasadena Private Wealth first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2020 and held it in 1 quarter.
  • Pasadena Private Wealth's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $6.81M in Q3 2020.
  • 23 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2020.

Based on Pasadena Private Wealth's 13F filing for Q4 2020, filed 10 Feb 2021.