WEG
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World Equity Group’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

World Equity Group’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
2022
Q2 		– Sell
-7,979
Closed -$211K – 399
2022
Q1 		$211K Buy
+7,979
New +$210K 0.05% 332

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AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
Cetera Advisor Networks
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return

World Equity Group's USDU Position: Q2 2022 in Review

World Equity Group sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q2 2022, closing a stake of 7,979 shares — an estimated $211K sold.

World Equity Group first reported a position in USDU in Q1 2022 and held it in 1 quarter. The position peaked at $211K in Q1 2022. 52 funds tracked by Wall St. Rank hold USDU as of Q2 2022.

  • World Equity Group reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q2 2022 after selling out during the quarter.
  • World Equity Group sold 7,979 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2022, an estimated $211K.
  • World Equity Group first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2022 and held it in 1 quarter.
  • World Equity Group's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $211K in Q1 2022.
  • 52 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2022.

Based on World Equity Group's 13F filing for Q2 2022, filed 6 Sep 2024.