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WealthPLAN Partners’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

WealthPLAN Partners’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
Q3 		$132 Sell
5
-5
-50% -$131 ﹤0.01% 940
2016
Q2 		$131 Buy
+10
New +$262 ﹤0.01% 2426

Other funds holding USDU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
CB
Community Bank Dewitt, New York $926M AUM 31.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

WealthPLAN Partners's USDU Position: Q3 2016 in Review

WealthPLAN Partners reduced its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 50% in Q3 2016, selling an estimated $131 and leaving 5 shares worth $132. The position accounts for ﹤0.01% of the portfolio, ranked #940.

WealthPLAN Partners first reported a position in USDU in Q2 2016 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold USDU as of Q3 2016.

  • WealthPLAN Partners held 5 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $132 as of Q3 2016.
  • WealthPLAN Partners sold 5 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q3 2016, an estimated $131.
  • WisdomTree Bloomberg US Dollar Bullish Fund made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #940 holding.
  • WealthPLAN Partners first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2016 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.