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Principal Securities’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Principal Securities’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
2024
Q3 		– Sell
-925
Closed -$25.1K – 3546
2024
Q2 		$25.1K Buy
+925
New +$24.6K ﹤0.01% 1953

Other funds holding USDU

FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Principal Securities's USDU Position: Q3 2024 in Review

Principal Securities sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q3 2024, closing a stake of 925 shares — an estimated $25.1K sold.

Principal Securities first reported a position in USDU in Q2 2024 and held it in 1 quarter. The position peaked at $25.1K in Q2 2024. 48 funds tracked by Wall St. Rank hold USDU as of Q3 2024.

  • Principal Securities reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q3 2024 after selling out during the quarter.
  • Principal Securities sold 925 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q3 2024, an estimated $25.1K.
  • Principal Securities first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2024 and held it in 1 quarter.
  • Principal Securities's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $25.1K in Q2 2024.
  • 48 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2024.

Based on Principal Securities's 13F filing for Q3 2024, filed 28 Oct 2024.