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VitalStone Financial’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

VitalStone Financial’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
Q3 		$2.11M Sell
79,493
-10,410
-12% -$278K 1.44% 16
2024
Q2 		$2.44M Buy
89,903
+27,362
+44% +$728K 1.77% 12
2024
Q1 		$1.64M Buy
62,541
+54,292
+658% +$1.4M 1.25% 19
2023
Q4 		$207K Buy
+8,249
New +$226K 0.17% 85

Other funds holding USDU

FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $228M AUM 26.15% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VitalStone Financial's USDU Position: Q3 2024 in Review

VitalStone Financial reduced its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 12% in Q3 2024, selling an estimated $278K and leaving 79,493 shares worth $2.11M. The position accounts for 1.44% of the portfolio, ranked #16.

VitalStone Financial first reported a position in USDU in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.44M in Q2 2024. 48 funds tracked by Wall St. Rank hold USDU as of Q3 2024.

  • VitalStone Financial held 79,493 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $2.11M as of Q3 2024.
  • VitalStone Financial sold 10,410 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q3 2024, an estimated $278K.
  • WisdomTree Bloomberg US Dollar Bullish Fund made up 1.44% of VitalStone Financial's portfolio in Q3 2024, its #16 holding.
  • VitalStone Financial first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2023 and has held it in 4 quarters since.
  • VitalStone Financial's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $2.44M in Q2 2024.
  • 48 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.