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

Stifel Financial’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
2023 Q4	–	Sell	-520,702	Closed	-$14.4M	–	3418
2023 Q3	$14.4M	Buy	520,702 +494,660	+1,899%	+$13.2M	0.02%	583
2023 Q2	$691K	Sell	26,042 -300,512	-92%	-$7.89M	﹤0.01%	2320
2023 Q1	$8.51M	Sell	326,554 -121,476	-27%	-$3.17M	0.01%	752
2022 Q4	$11.7M	Sell	448,030 -235,511	-34%	-$6.72M	0.02%	608
2022 Q3	$20.4M	Buy	683,541 +314,139	+85%	+$9.02M	0.03%	420
2022 Q2	$10.3M	Buy	+369,402	New	+$10.1M	0.02%	642
2017 Q2	–	Sell	-10,646	Closed	-$284K	–	2621
2017 Q1	$284K	Buy	+10,646	New	+$293K	﹤0.01%	2120

Other funds holding USDU

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

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Stifel Financial's USDU Position: Q4 2023 in Review

Stifel Financial sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q4 2023, closing a stake of 520,702 shares — an estimated $14.4M sold.

Stifel Financial first reported a position in USDU in Q1 2017 and held it in 7 quarters. The position peaked at $20.4M in Q3 2022. 53 funds tracked by Wall St. Rank hold USDU as of Q4 2023.

Stifel Financial reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q4 2023 after selling out during the quarter.
Stifel Financial sold 520,702 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q4 2023, an estimated $14.4M.
Stifel Financial first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2017 and held it in 7 quarters.
Stifel Financial's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $20.4M in Q3 2022.
53 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2023.

Based on Stifel Financial's 13F filing for Q4 2023, filed 12 Feb 2024.