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Triad Wealth Partners’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Triad Wealth Partners’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
2024
Q3 		– Sell
-34
Closed -$921 – 873
2024
Q2 		$921 Buy
+34
New +$905 ﹤0.01% 884

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GG
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OPCM
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Triad Wealth Partners's USDU Position: Q3 2024 in Review

Triad Wealth Partners sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q3 2024, closing a stake of 34 shares — an estimated $921 sold.

Triad Wealth Partners first reported a position in USDU in Q2 2024 and held it in 1 quarter. The position peaked at $921 in Q2 2024. 48 funds tracked by Wall St. Rank hold USDU as of Q3 2024.

  • Triad Wealth Partners reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 34 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q3 2024, an estimated $921.
  • Triad Wealth Partners first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $921 in Q2 2024.
  • 48 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.