RJA
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Raymond James & Associates’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Raymond James & Associates’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
2018
Q3 		– Sell
-11,660
Closed -$310K – 3720
2018
Q2 		$310K Buy
+11,660
New +$303K ﹤0.01% 3000

Other funds holding USDU

JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Raymond James & Associates's USDU Position: Q3 2018 in Review

Raymond James & Associates sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q3 2018, closing a stake of 11,660 shares — an estimated $310K sold.

Raymond James & Associates first reported a position in USDU in Q2 2018 and held it in 1 quarter. The position peaked at $310K in Q2 2018. 33 funds tracked by Wall St. Rank hold USDU as of Q3 2018.

  • Raymond James & Associates reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q3 2018 after selling out during the quarter.
  • Raymond James & Associates sold 11,660 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q3 2018, an estimated $310K.
  • Raymond James & Associates first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2018 and held it in 1 quarter.
  • Raymond James & Associates's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $310K in Q2 2018.
  • 33 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2018.

Based on Raymond James & Associates's 13F filing for Q3 2018, filed 14 Nov 2018.