Simply Money Advisors’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Simply Money 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
2015 Q2	–	Sell	-1,343,957	Closed	-$38.4M	–	23
2015 Q1	$38.4M	Sell	1,343,957 -8,423	-0.6%	-$235K	5.56%	8
2014 Q4	$36.6M	Buy	1,352,380 +7,650	+0.6%	+$203K	5.42%	7
2014 Q3	$35.1M	Buy	1,344,730 +7,290	+0.5%	+$183K	5.34%	7
2014 Q2	$32.9M	Buy	1,337,440 +22,382	+2%	+$554K	5%	11
2014 Q1	$32.8M	Buy	+1,315,058	New	+$33M	5.1%	8

Other funds holding USDU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAG

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

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Community Bank Dewitt, New York $840M AUM 22.23% 1-Year Est. Return

CWM

Confluence Wealth Management Portland, Oregon $204M AUM 12.23% 1-Year Est. Return

Simply Money Advisors's USDU Position: Q2 2015 in Review

Simply Money Advisors sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2015, closing a stake of 1,343,957 shares — an estimated $38.4M sold.

Simply Money Advisors first reported a position in USDU in Q1 2014 and held it in 5 quarters. The position peaked at $38.4M in Q1 2015. 26 funds tracked by Wall St. Rank hold USDU as of Q2 2015.

Simply Money Advisors reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q2 2015 after selling out during the quarter.
Simply Money Advisors sold 1,343,957 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2015, an estimated $38.4M.
Simply Money Advisors first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2014 and held it in 5 quarters.
Simply Money Advisors's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $38.4M in Q1 2015.
26 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2015.

Based on Simply Money Advisors's 13F filing for Q2 2015, filed 4 Aug 2015.