V Wealth Advisors’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

V Wealth 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
2023 Q2	–	Sell	-13,299	Closed	-$347K	–	405
2023 Q1	$347K	Buy	+13,299	New	+$347K	0.07%	256
2022 Q2	–	Sell	-25,646	Closed	-$679K	–	467
2022 Q1	$679K	Sell	25,646 -303	-1%	-$7.97K	0.11%	200
2021 Q4	$676K	Sell	25,949 -33,549	-56%	-$875K	0.1%	197
2021 Q3	$1.54M	Sell	59,498 -2,726	-4%	-$69.8K	0.24%	98
2021 Q2	$1.57M	Buy	62,224 +33,865	+119%	+$855K	0.25%	96
2021 Q1	$730K	Hold	28,359	–	–	0.13%	183
2020 Q4	$710K	Sell	28,359 -540	-2%	-$14K	0.15%	166
2020 Q3	$770K	Buy	+28,899	New	+$772K	0.53%	48

Other funds holding USDU

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

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

OPCM

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

V Wealth Advisors's USDU Position: Q2 2023 in Review

V Wealth Advisors sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2023, closing a stake of 13,299 shares — an estimated $347K sold.

V Wealth Advisors first reported a position in USDU in Q3 2020 and held it in 8 quarters. The position peaked at $1.57M in Q2 2021. 44 funds tracked by Wall St. Rank hold USDU as of Q2 2023.

V Wealth Advisors reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q2 2023 after selling out during the quarter.
V Wealth Advisors sold 13,299 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2023, an estimated $347K.
V Wealth Advisors first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2020 and held it in 8 quarters.
V Wealth Advisors's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $1.57M in Q2 2021.
44 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2023.

Based on V Wealth Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.