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Sequoia Financial Advisors’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Sequoia Financial 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
2017
Q1 		– Sell
-206,912
Closed -$5.79M – 300
2016
Q4 		$5.79M Buy
+206,912
New +$5.64M 0.83% 27
2015
Q4 		– Sell
-15,608
Closed -$450K – 183
2015
Q3 		$450K Buy
+15,608
New +$447K 0.2% 94

Other funds holding USDU

PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
CB
Community Bank Dewitt, New York $840M AUM 22.23% 1-Year Est. Return

Sequoia Financial Advisors's USDU Position: Q1 2017 in Review

Sequoia Financial Advisors sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2017, closing a stake of 206,912 shares — an estimated $5.79M sold.

Sequoia Financial Advisors first reported a position in USDU in Q3 2015 and held it in 2 quarters. The position peaked at $5.79M in Q4 2016. 39 funds tracked by Wall St. Rank hold USDU as of Q1 2017.

  • Sequoia Financial Advisors reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2017 after selling out during the quarter.
  • Sequoia Financial Advisors sold 206,912 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2017, an estimated $5.79M.
  • Sequoia Financial Advisors first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2015 and held it in 2 quarters.
  • Sequoia Financial Advisors's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $5.79M in Q4 2016.
  • 39 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2017.

Based on Sequoia Financial Advisors's 13F filing for Q1 2017, filed 1 May 2017.