Valley National Advisers’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Valley National Advisers’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
2018 Q1	–	Sell	-1	Closed	–	–	697
2017 Q4	$0	Hold	1	–	–	﹤0.01%	724
2017 Q3	$0	Hold	1	–	–	﹤0.01%	702
2017 Q2	$0	Hold	1	–	–	﹤0.01%	651
2017 Q1	$0	Hold	1	–	–	﹤0.01%	676
2016 Q4	$0	Hold	1	–	–	﹤0.01%	752
2016 Q3	$0	Hold	1	–	–	﹤0.01%	730
2016 Q2	$0	Hold	1	–	–	﹤0.01%	653
2016 Q1	$0	Hold	1	–	–	﹤0.01%	659
2015 Q4	$0	Hold	1	–	–	﹤0.01%	655
2015 Q3	$0	Hold	1	–	–	﹤0.01%	650
2015 Q2	$0	Buy	+1	New	+$28	﹤0.01%	646

Other funds holding USDU

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

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

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

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CHA

Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Valley National Advisers's USDU Position: Q1 2018 in Review

Valley National Advisers sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2018, closing a stake of 1 share.

Valley National Advisers first reported a position in USDU in Q2 2015 and held it in 11 quarters. The position peaked at $0 in Q4 2017. 26 funds tracked by Wall St. Rank hold USDU as of Q1 2018.

Valley National Advisers reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2018 after selling out during the quarter.
Valley National Advisers sold 1 WisdomTree Bloomberg US Dollar Bullish Fund share in Q1 2018.
Valley National Advisers first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2015 and held it in 11 quarters.
Valley National Advisers's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $0 in Q4 2017.
26 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2018.

Based on Valley National Advisers's 13F filing for Q1 2018, filed 19 Apr 2018.