Wealth Enhancement Advisory Services
USDU icon

Wealth Enhancement Advisory Services’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Wealth Enhancement Advisory Services’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
2025
Q1 		– Sell
-9,086
Closed -$251K – 3166
2024
Q4 		$251K Buy
+9,086
New +$252K ﹤0.01% 2518

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Wealth Enhancement Advisory Services's USDU Position: Q1 2025 in Review

Wealth Enhancement Advisory Services sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2025, closing a stake of 9,086 shares — an estimated $251K sold.

Wealth Enhancement Advisory Services first reported a position in USDU in Q4 2024 and held it in 1 quarter. The position peaked at $251K in Q4 2024. 57 funds tracked by Wall St. Rank hold USDU as of Q1 2025.

  • Wealth Enhancement Advisory Services reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 9,086 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2025, an estimated $251K.
  • Wealth Enhancement Advisory Services first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2024 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $251K in Q4 2024.
  • 57 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2025, filed 16 Apr 2025.