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Private Advisor Group’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Private Advisor 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
2020
Q3 		– Sell
-28
Closed -$1K – 3334
2020
Q2 		$1K Buy
+28
New +$785 ﹤0.01% 3767

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
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $228M AUM 26.15% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LB
Legacy Bridge West Des Moines, Iowa $262M AUM 56.69% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Private Advisor Group's USDU Position: Q3 2020 in Review

Private Advisor Group sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q3 2020, closing a stake of 28 shares — an estimated $1K sold.

Private Advisor Group first reported a position in USDU in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 27 funds tracked by Wall St. Rank hold USDU as of Q3 2020.

  • Private Advisor Group reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 28 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q3 2020, an estimated $1K.
  • Private Advisor Group first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2020 and held it in 1 quarter.
  • Private Advisor Group's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $1K in Q2 2020.
  • 27 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.