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Wedbush Securities’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Wedbush Securities’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
2015
Q2 		– Sell
-13,035
Closed -$372K – 772
2015
Q1 		$372K Buy
13,035
+5,150
+65% +$144K 0.06% 359
2014
Q4 		$213K Buy
+7,885
New +$209K 0.03% 540

Other funds holding USDU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CB
Community Bank Dewitt, New York $840M AUM 22.23% 1-Year Est. Return
CWM
Confluence Wealth Management Portland, Oregon $204M AUM 12.23% 1-Year Est. Return

Wedbush Securities's USDU Position: Q2 2015 in Review

Wedbush Securities sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2015, closing a stake of 13,035 shares — an estimated $372K sold.

Wedbush Securities first reported a position in USDU in Q4 2014 and held it in 2 quarters. The position peaked at $372K in Q1 2015. 26 funds tracked by Wall St. Rank hold USDU as of Q2 2015.

  • Wedbush Securities reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q2 2015 after selling out during the quarter.
  • Wedbush Securities sold 13,035 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2015, an estimated $372K.
  • Wedbush Securities first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2014 and held it in 2 quarters.
  • Wedbush Securities's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $372K in Q1 2015.
  • 26 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2015.

Based on Wedbush Securities's 13F filing for Q2 2015, filed 10 Aug 2015.