Simplicity Solutions’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Simplicity Solutions’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 Q1	–	Sell	-53,281	Closed	-$1.38M	–	402
2017 Q4	$1.38M	Buy	+53,281	New	+$1.39M	0.13%	104
2017 Q3	–	Sell	-56,669	Closed	-$1.49M	–	369
2017 Q2	$1.49M	Buy	56,669 +6,906	+14%	+$185K	0.18%	99
2017 Q1	$1.35M	Buy	49,763 +8,189	+20%	+$225K	0.21%	99
2016 Q4	$1.16M	Buy	+41,574	New	+$1.13M	0.27%	80

Other funds holding USDU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CHA

Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Simplicity Solutions's USDU Position: Q1 2018 in Review

Simplicity Solutions sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2018, closing a stake of 53,281 shares — an estimated $1.38M sold.

Simplicity Solutions first reported a position in USDU in Q4 2016 and held it in 4 quarters. The position peaked at $1.49M in Q2 2017. 26 funds tracked by Wall St. Rank hold USDU as of Q1 2018.

Simplicity Solutions reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2018 after selling out during the quarter.
Simplicity Solutions sold 53,281 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2018, an estimated $1.38M.
Simplicity Solutions first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2016 and held it in 4 quarters.
Simplicity Solutions's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $1.49M in Q2 2017.
26 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2018.

Based on Simplicity Solutions's 13F filing for Q1 2018, filed 8 May 2018.