Wilbanks Smith & Thomas Asset Management’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2021 Q1	–	Sell	-21,699	Closed	-$543K	–	498
2020 Q4	$543K	Buy	+21,699	New	+$562K	0.03%	250

Other funds holding USDU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

SPFA

Summit Place Financial Advisors Summit, New Jersey $228M AUM 26.15% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

VWA

V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IFA

Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's USDU Position: Q1 2021 in Review

Wilbanks Smith & Thomas Asset Management sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2021, closing a stake of 21,699 shares — an estimated $543K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in USDU in Q4 2020 and held it in 1 quarter. The position peaked at $543K in Q4 2020. 21 funds tracked by Wall St. Rank hold USDU as of Q1 2021.

Wilbanks Smith & Thomas Asset Management reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2021 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 21,699 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2021, an estimated $543K.
Wilbanks Smith & Thomas Asset Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2020 and held it in 1 quarter.
Wilbanks Smith & Thomas Asset Management's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $543K in Q4 2020.
21 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2021.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2021, filed 11 May 2021.