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Pinnacle Advisory Group’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Pinnacle Advisory Group’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
2021
Q1 		– Sell
-23,132
Closed -$579K – 259
2020
Q4 		$579K Hold
23,132
– – 0.04% 121
2020
Q3 		$616K Hold
23,132
– – 0.04% 113
2020
Q2 		$638K Hold
23,132
– – 0.04% 111
2020
Q1 		$654K Hold
23,132
– – 0.06% 96
2019
Q4 		$617K Hold
23,132
– – 0.04% 110
2019
Q3 		$652K Hold
23,132
– – 0.05% 103
2019
Q2 		$631K Hold
23,132
– – 0.04% 112
2019
Q1 		$632K Hold
23,132
– – 0.04% 103
2018
Q4 		$626K Sell
23,132
-490
-2% -$13.4K 0.05% 98
2018
Q3 		$632K Sell
23,622
-2,307
-9% -$61.5K 0.04% 97
2018
Q2 		$689K Sell
25,929
-802
-3% -$20.8K 0.04% 90
2018
Q1 		$675K Sell
26,731
-3,643
-12% -$91.9K 0.04% 105
2017
Q4 		$786K Sell
30,374
-866,369
-97% -$22.6M 0.05% 101
2017
Q3 		$23.2M Buy
896,743
+33,169
+4% +$854K 1.43% 22
2017
Q2 		$22.7M Sell
863,574
-897,198
-51% -$24M 1.44% 23
2017
Q1 		$47.8M Buy
1,760,772
+117,260
+7% +$3.23M 3.12% 11
2016
Q4 		$46M Buy
+1,643,512
New +$44.8M 3.11% 11
2016
Q3 		– Sell
-1,644,862
Closed -$43.2M – 148
2016
Q2 		$43.2M Buy
1,644,862
+332,308
+25% +$8.71M 3.32% 11
2016
Q1 		$34.4M Sell
1,312,554
-980,356
-43% -$26.6M 3.28% 10
2015
Q4 		$62.7M Buy
2,292,910
+190,566
+9% +$5.46M 5.64% 6
2015
Q3 		$60.7M Buy
2,102,344
+60,456
+3% +$1.73M 6.46% 6
2015
Q2 		$57.3M Buy
2,041,888
+1,356,777
+198% +$38.1M 5.58% 7
2015
Q1 		$19.6M Buy
+685,111
New +$19.1M 1.75% 20

Other funds holding USDU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VWA
V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return

Pinnacle Advisory Group's USDU Position: Q1 2021 in Review

Pinnacle Advisory Group sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2021, closing a stake of 23,132 shares — an estimated $579K sold.

Pinnacle Advisory Group first reported a position in USDU in Q1 2015 and held it in 23 quarters. The position peaked at $62.7M in Q4 2015. 21 funds tracked by Wall St. Rank hold USDU as of Q1 2021.

  • Pinnacle Advisory Group reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Advisory Group sold 23,132 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2021, an estimated $579K.
  • Pinnacle Advisory Group first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2015 and held it in 23 quarters.
  • Pinnacle Advisory Group's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $62.7M in Q4 2015.
  • 21 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.