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Significant Wealth Partners’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Significant Wealth Partners’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
Q2 		– Sell
-47,512
Closed -$1.24M – 154
2024
Q1 		$1.24M Buy
+47,512
New +$1.23M 0.82% 38

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Jane Street
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PA
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $546M AUM 24.97% 1-Year Est. Return

Significant Wealth Partners's USDU Position: Q2 2024 in Review

Significant Wealth Partners sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2024, closing a stake of 47,512 shares — an estimated $1.24M sold.

Significant Wealth Partners first reported a position in USDU in Q1 2024 and held it in 1 quarter. The position peaked at $1.24M in Q1 2024. 62 funds tracked by Wall St. Rank hold USDU as of Q2 2024.

  • Significant Wealth Partners reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q2 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 47,512 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2024, an estimated $1.24M.
  • Significant Wealth Partners first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2024 and held it in 1 quarter.
  • Significant Wealth Partners's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $1.24M in Q1 2024.
  • 62 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2024.

Based on Significant Wealth Partners's 13F filing for Q2 2024, filed 26 Jul 2024.