Simply Money Advisors’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-1,343,957
| Closed | -$38.4M | – | 23 |
|
|
2015
Q1 | $38.4M | Sell |
1,343,957
-8,423
| -0.6% | -$241K | 5.56% | 8 |
|
|
2014
Q4 | $36.6M | Buy |
1,352,380
+7,650
| +0.6% | +$207K | 5.42% | 7 |
|
|
2014
Q3 | $35.1M | Buy |
1,344,730
+7,290
| +0.5% | +$190K | 5.34% | 7 |
|
|
2014
Q2 | $32.9M | Buy |
1,337,440
+22,382
| +2% | +$550K | 5% | 11 |
|
|
2014
Q1 | $32.8M | Buy |
+1,315,058
| New | +$32.8M | 5.1% | 8 |
|