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Sound Income Strategies’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Sound Income Strategies’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
Q3 		– Sell
-87,137
Closed -$2.36M – 1506
2024
Q2 		$2.36M Buy
+87,137
New +$2.32M 0.15% 108
2022
Q4 		– Sell
-12,407
Closed -$369K – 1021
2022
Q3 		$369K Buy
+12,407
New +$356K 0.05% 111

Other funds holding USDU

FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $228M AUM 26.15% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Sound Income Strategies's USDU Position: Q3 2024 in Review

Sound Income Strategies sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q3 2024, closing a stake of 87,137 shares — an estimated $2.36M sold.

Sound Income Strategies first reported a position in USDU in Q3 2022 and held it in 2 quarters. The position peaked at $2.36M in Q2 2024. 48 funds tracked by Wall St. Rank hold USDU as of Q3 2024.

  • Sound Income Strategies reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q3 2024 after selling out during the quarter.
  • Sound Income Strategies sold 87,137 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q3 2024, an estimated $2.36M.
  • Sound Income Strategies first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2022 and held it in 2 quarters.
  • Sound Income Strategies's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $2.36M in Q2 2024.
  • 48 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2024.

Based on Sound Income Strategies's 13F filing for Q3 2024, filed 10 Oct 2024.