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Sterling Investment Advisors (Pennsylvania)’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q1 		– Sell
-176
Closed -$4K – 444
2019
Q4 		$4K Buy
+176
New +$4.89K ﹤0.01% 375

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SPFA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LB
Legacy Bridge West Des Moines, Iowa $262M AUM 56.69% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $164M AUM 18.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s USDU Position: Q1 2020 in Review

Sterling Investment Advisors (Pennsylvania) sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2020, closing a stake of 176 shares — an estimated $4K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in USDU in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 16 funds tracked by Wall St. Rank hold USDU as of Q1 2020.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2020 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 176 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2020, an estimated $4K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2019 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $4K in Q4 2019.
  • 16 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2020.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2020, filed 30 Apr 2020.