Truvestments Capital’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Truvestments Capital’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
2019 Q4	–	Sell	-3,687	Closed	-$104K	–	560
2019 Q3	$104K	Hold	3,687	–	–	0.07%	174
2019 Q2	$101K	Hold	3,687	–	–	0.07%	180
2019 Q1	$101K	Buy	+3,687	New	+$99.6K	0.08%	158
2018 Q3	$522K	Sell	19,498 -4,930	-20%	-$131K	0.25%	101
2018 Q2	$649K	Buy	+24,428	New	+$635K	0.41%	80

Other funds holding USDU

SPFA

Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Legacy Bridge West Des Moines, Iowa $262M AUM 56.69% 1-Year Est. Return

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

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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Truvestments Capital's USDU Position: Q4 2019 in Review

Truvestments Capital sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q4 2019, closing a stake of 3,687 shares — an estimated $104K sold.

Truvestments Capital first reported a position in USDU in Q2 2018 and held it in 5 quarters. The position peaked at $649K in Q2 2018. 23 funds tracked by Wall St. Rank hold USDU as of Q4 2019.

Truvestments Capital reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q4 2019 after selling out during the quarter.
Truvestments Capital sold 3,687 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q4 2019, an estimated $104K.
Truvestments Capital first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2018 and held it in 5 quarters.
Truvestments Capital's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $649K in Q2 2018.
23 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2019.

Based on Truvestments Capital's 13F filing for Q4 2019, filed 29 Jan 2020.