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Venturi Wealth Management’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Venturi Wealth Management’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
Q1 		– Sell
-1,655
Closed -$41.6K – 1446
2023
Q4 		$41.6K Hold
1,655
– – ﹤0.01% 518
2023
Q3 		$45.7K Hold
1,655
– – ﹤0.01% 482
2023
Q2 		$43.9K Hold
1,655
– – ﹤0.01% 443
2023
Q1 		$43.1K Buy
+1,655
New +$43.2K ﹤0.01% 491

Other funds holding USDU

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Venturi Wealth Management's USDU Position: Q1 2024 in Review

Venturi Wealth Management sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2024, closing a stake of 1,655 shares — an estimated $41.6K sold.

Venturi Wealth Management first reported a position in USDU in Q1 2023 and held it in 4 quarters. The position peaked at $45.7K in Q3 2023. 49 funds tracked by Wall St. Rank hold USDU as of Q1 2024.

  • Venturi Wealth Management reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 1,655 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2024, an estimated $41.6K.
  • Venturi Wealth Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2023 and held it in 4 quarters.
  • Venturi Wealth Management's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $45.7K in Q3 2023.
  • 49 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2024.

Based on Venturi Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.