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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	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	+$4.49M	4.09%	8