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

Peak Financial 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
2023
Q2 		– Sell
-216,017
Closed -$5.63M – 76
2023
Q1 		$5.63M Buy
216,017
+43,799
+25% +$1.14M 4.76% 4
2022
Q4 		$4.49M Buy
+172,218
New +$4.91M 4.09% 8

Other funds holding USDU

GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 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 $208M AUM 29.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Peak Financial Advisors's USDU Position: Q2 2023 in Review

Peak Financial Advisors sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2023, closing a stake of 216,017 shares — an estimated $5.63M sold.

Peak Financial Advisors first reported a position in USDU in Q4 2022 and held it in 2 quarters. The position peaked at $5.63M in Q1 2023. 44 funds tracked by Wall St. Rank hold USDU as of Q2 2023.

  • Peak Financial Advisors reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q2 2023 after selling out during the quarter.
  • Peak Financial Advisors sold 216,017 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2023, an estimated $5.63M.
  • Peak Financial Advisors first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2022 and held it in 2 quarters.
  • Peak Financial Advisors's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $5.63M in Q1 2023.
  • 44 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2023.

Based on Peak Financial Advisors's 13F filing for Q2 2023, filed 11 Jul 2023.