Summit Place Financial Advisors’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.55M | Buy |
215,292
+3,570
| +2% | +$92K | 2.79% | 7 |
|
|
2025
Q1 | $5.77M | Buy |
211,722
+15,850
| +8% | +$432K | 3.26% | 5 |
|
|
2024
Q4 | $5.42M | Sell |
195,872
-2,069
| -1% | -$57.2K | 3.08% | 4 |
|
|
2024
Q3 | $5.25M | Sell |
197,941
-10,200
| -5% | -$271K | 2.93% | 4 |
|
|
2024
Q2 | $5.64M | Buy |
208,141
+40
| +0% | +$1.08K | 3.33% | 4 |
|
|
2024
Q1 | $5.45M | Buy |
208,101
+4,705
| +2% | +$123K | 3.19% | 4 |
|
|
2023
Q4 | $5.11M | Buy |
203,396
+7,429
| +4% | +$187K | 3.34% | 3 |
|
|
2023
Q3 | $5.41M | Sell |
195,967
-3,465
| -2% | -$95.7K | 3.85% | 2 |
|
|
2023
Q2 | $5.29M | Buy |
199,432
+55,455
| +39% | +$1.47M | 3.43% | 3 |
|
|
2023
Q1 | $3.75M | Buy |
143,977
+7,740
| +6% | +$202K | 2.66% | 5 |
|
|
2022
Q4 | $3.55M | Sell |
136,237
-5,900
| -4% | -$154K | 2.92% | 3 |
|
|
2022
Q3 | $4.23M | Sell |
142,137
-16,528
| -10% | -$492K | 3.93% | 1 |
|
|
2022
Q2 | $4.43M | Sell |
158,665
-16,770
| -10% | -$468K | 3.72% | 1 |
|
|
2022
Q1 | $4.64M | Buy |
175,435
+105
| +0.1% | +$2.78K | 3.12% | 3 |
|
|
2021
Q4 | $4.57M | Buy |
175,330
+15,505
| +10% | +$404K | 3.16% | 3 |
|
|
2021
Q3 | $4.15M | Buy |
159,825
+9,340
| +6% | +$242K | 3.02% | 4 |
|
|
2021
Q2 | $3.83M | Buy |
150,485
+4,795
| +3% | +$122K | 2.81% | 4 |
|
|
2021
Q1 | $3.75M | Buy |
145,690
+5,500
| +4% | +$142K | 3.02% | 4 |
|
|
2020
Q4 | $3.51M | Buy |
140,190
+9,120
| +7% | +$228K | 3.04% | 4 |
|
|
2020
Q3 | $3.49M | Buy |
131,070
+6,590
| +5% | +$176K | 3.5% | 4 |
|
|
2020
Q2 | $3.43M | Buy |
124,480
+6,610
| +6% | +$182K | 5.43% | 3 |
|
|
2020
Q1 | $3.33M | Buy |
117,870
+1,915
| +2% | +$54.1K | 7.12% | 2 |
|
|
2019
Q4 | $3.09M | Buy |
+115,955
| New | +$3.09M | 4.9% | 4 |
|