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

Private Capital 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
2019
Q4 		– Sell
-35
Closed -$1K – 2193
2019
Q3 		$1K Buy
+35
New +$973 ﹤0.01% 2109
2019
Q2 		– Sell
-35
Closed -$1K – 2425
2019
Q1 		$1K Hold
35
– – ﹤0.01% 2097
2018
Q4 		$1K Hold
35
– – ﹤0.01% 2113
2018
Q3 		$0 Buy
+35
New +$933 ﹤0.01% 2293

Other funds holding USDU

SPFA
Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LB
Legacy Bridge West Des Moines, Iowa $262M AUM 56.69% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Private Capital Group's USDU Position: Q4 2019 in Review

Private Capital Group sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q4 2019, closing a stake of 35 shares — an estimated $1K sold.

Private Capital Group first reported a position in USDU in Q3 2018 and held it in 4 quarters. The position peaked at $1K in Q3 2019. 23 funds tracked by Wall St. Rank hold USDU as of Q4 2019.

  • Private Capital Group reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q4 2019 after selling out during the quarter.
  • Private Capital Group sold 35 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q4 2019, an estimated $1K.
  • Private Capital Group first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2018 and held it in 4 quarters.
  • Private Capital Group's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $1K in Q3 2019.
  • 23 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2019.

Based on Private Capital Group's 13F filing for Q4 2019, filed 14 Feb 2020.