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Sigma Planning Corp’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Sigma Planning Corp’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
2023
Q1 		– Sell
-98,630
Closed -$2.57M – 1361
2022
Q4 		$2.57M Buy
98,630
+4,531
+5% +$129K 0.09% 225
2022
Q3 		$2.8M Buy
94,099
+19,024
+25% +$546K 0.11% 197
2022
Q2 		$2.1M Buy
+75,075
New +$2.06M 0.07% 265

Other funds holding USDU

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Sigma Planning Corp's USDU Position: Q1 2023 in Review

Sigma Planning Corp sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2023, closing a stake of 98,630 shares — an estimated $2.57M sold.

Sigma Planning Corp first reported a position in USDU in Q2 2022 and held it in 3 quarters. The position peaked at $2.8M in Q3 2022. 57 funds tracked by Wall St. Rank hold USDU as of Q1 2023.

  • Sigma Planning Corp reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 98,630 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2023, an estimated $2.57M.
  • Sigma Planning Corp first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2022 and held it in 3 quarters.
  • Sigma Planning Corp's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $2.8M in Q3 2022.
  • 57 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2023.

Based on Sigma Planning Corp's 13F filing for Q1 2023, filed 8 May 2023.