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Resonant Capital Advisors’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Resonant Capital 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
2024
Q1 		– Sell
-10,500
Closed -$264K – 346
2023
Q4 		$264K Buy
+10,500
New +$287K 0.03% 254

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Cetera Investment Advisers
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Cetera Advisor Networks
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $228M AUM 26.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Vident Advisory
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return

Resonant Capital Advisors's USDU Position: Q1 2024 in Review

Resonant Capital Advisors sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2024, closing a stake of 10,500 shares — an estimated $264K sold.

Resonant Capital Advisors first reported a position in USDU in Q4 2023 and held it in 1 quarter. The position peaked at $264K in Q4 2023. 50 funds tracked by Wall St. Rank hold USDU as of Q1 2024.

  • Resonant Capital Advisors reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2024 after selling out during the quarter.
  • Resonant Capital Advisors sold 10,500 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2024, an estimated $264K.
  • Resonant Capital Advisors first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2023 and held it in 1 quarter.
  • Resonant Capital Advisors's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $264K in Q4 2023.
  • 50 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2024.

Based on Resonant Capital Advisors's 13F filing for Q1 2024, filed 1 May 2024.