VKH
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Virtu KCG Holdings’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Virtu KCG Holdings’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
2016
Q4 		– Sell
-56,435
Closed -$1.48M – 3814
2016
Q3 		$1.48M Buy
+56,435
New +$1.48M 0.04% 450
2016
Q2 		– Sell
-8,829
Closed -$232K – 3359
2016
Q1 		$232K Buy
+8,829
New +$240K 0.01% 1945
2015
Q4 		– Sell
-41,726
Closed -$1.2M – 3954
2015
Q3 		$1.2M Buy
+41,726
New +$1.19M 0.02% 734

Other funds holding USDU

PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
CB
Community Bank Dewitt, New York $840M AUM 22.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Virtu KCG Holdings's USDU Position: Q4 2016 in Review

Virtu KCG Holdings sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q4 2016, closing a stake of 56,435 shares — an estimated $1.48M sold.

Virtu KCG Holdings first reported a position in USDU in Q3 2015 and held it in 3 quarters. The position peaked at $1.48M in Q3 2016. 38 funds tracked by Wall St. Rank hold USDU as of Q4 2016.

  • Virtu KCG Holdings reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q4 2016 after selling out during the quarter.
  • Virtu KCG Holdings sold 56,435 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q4 2016, an estimated $1.48M.
  • Virtu KCG Holdings first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2015 and held it in 3 quarters.
  • Virtu KCG Holdings's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $1.48M in Q3 2016.
  • 38 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2016.

Based on Virtu KCG Holdings's 13F filing for Q4 2016, filed 10 Feb 2017.