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

Plante Moran 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
2021 Q1	–	Sell	-14	Closed	–	–	1129
2020 Q4	$0	Buy	+14	New	+$363	﹤0.01%	997

Other funds holding USDU

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

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

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 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

Plante Moran Financial Advisors's USDU Position: Q1 2021 in Review

Plante Moran Financial Advisors sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2021, closing a stake of 14 shares.

Plante Moran Financial Advisors first reported a position in USDU in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 21 funds tracked by Wall St. Rank hold USDU as of Q1 2021.

Plante Moran Financial Advisors reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2021 after selling out during the quarter.
Plante Moran Financial Advisors sold 14 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2021.
Plante Moran Financial Advisors first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2020 and held it in 1 quarter.
Plante Moran Financial Advisors's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $0 in Q4 2020.
21 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2021, filed 13 May 2021.