Sowa Financial Group’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Sowa Financial Group’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
2020 Q4	–	Sell	-792	Closed	-$21K	–	243
2020 Q3	$21K	Sell	792 -429	-35%	-$11.5K	0.02%	175
2020 Q2	$34K	Hold	1,221	–	–	0.03%	139
2020 Q1	$35K	Hold	1,221	–	–	0.03%	127
2019 Q4	$33K	Buy	+1,221	New	+$33.9K	0.03%	138

Other funds holding USDU

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

SPFA

Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Legacy Bridge West Des Moines, Iowa $262M AUM 56.69% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

VWA

V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return

PAG

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Sowa Financial Group's USDU Position: Q4 2020 in Review

Sowa Financial Group sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q4 2020, closing a stake of 792 shares — an estimated $21K sold.

Sowa Financial Group first reported a position in USDU in Q4 2019 and held it in 4 quarters. The position peaked at $35K in Q1 2020. 23 funds tracked by Wall St. Rank hold USDU as of Q4 2020.

Sowa Financial Group reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q4 2020 after selling out during the quarter.
Sowa Financial Group sold 792 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q4 2020, an estimated $21K.
Sowa Financial Group first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2019 and held it in 4 quarters.
Sowa Financial Group's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $35K in Q1 2020.
23 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2020.

Based on Sowa Financial Group's 13F filing for Q4 2020, filed 15 Jan 2021.