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

Transamerica Financial Advisors’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
2022
Q3 		– Sell
-1
Closed -$1K – 681
2022
Q2 		$1K Buy
+1
New +$27 ﹤0.01% 624
2020
Q3 		– Sell
-58
Closed -$2K – 469
2020
Q2 		$2K Buy
+58
New +$1.63K ﹤0.01% 322
2019
Q3 		– Sell
-118
Closed -$4K – 497
2019
Q2 		$4K Buy
+118
New +$3.24K ﹤0.01% 353
2019
Q1 		– Sell
-134
Closed -$4K – 433
2018
Q4 		$4K Sell
134
-24
-15% -$654 ﹤0.01% 329
2018
Q3 		$5K Sell
158
-9
-5% -$240 ﹤0.01% 339
2018
Q2 		$5K Sell
167
-11
-6% -$286 ﹤0.01% 279
2018
Q1 		$5K Sell
178
-79
-31% -$1.99K ﹤0.01% 291
2017
Q4 		$7K Sell
257
-11,393
-98% -$297K ﹤0.01% 276
2017
Q3 		$302K Sell
11,650
-410
-3% -$10.6K 0.04% 205
2017
Q2 		$317K Sell
12,060
-10,092
-46% -$270K 0.04% 198
2017
Q1 		$601K Buy
22,152
+1,580
+8% +$43.5K 0.07% 181
2016
Q4 		$576K Sell
20,572
-1,251
-6% -$34.1K 0.07% 176
2016
Q3 		$572K Sell
21,823
-663
-3% -$17.4K 0.06% 192
2016
Q2 		$591K Sell
22,486
-3,756
-14% -$98.4K 0.06% 181
2016
Q1 		$689K Sell
26,242
-8,094
-24% -$220K 0.06% 189
2015
Q4 		$940K Buy
34,336
+401
+1% +$11.5K 0.07% 174
2015
Q3 		$980K Buy
33,935
+620
+2% +$17.7K 0.08% 156
2015
Q2 		$935K Buy
33,315
+21,931
+193% +$615K 0.07% 180
2015
Q1 		$326K Buy
+11,384
New +$318K 0.02% 280

Other funds holding USDU

3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $403M AUM 28.73% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Transamerica Financial Advisors's USDU Position: Q3 2022 in Review

Transamerica Financial Advisors sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q3 2022, closing a stake of 1 share — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in USDU in Q1 2015 and held it in 19 quarters. The position peaked at $980K in Q3 2015. 62 funds tracked by Wall St. Rank hold USDU as of Q3 2022.

  • Transamerica Financial Advisors reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q3 2022 after selling out during the quarter.
  • Transamerica Financial Advisors sold 1 WisdomTree Bloomberg US Dollar Bullish Fund share in Q3 2022, an estimated $1K.
  • Transamerica Financial Advisors first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2015 and held it in 19 quarters.
  • Transamerica Financial Advisors's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $980K in Q3 2015.
  • 62 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2022.

Based on Transamerica Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.