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Your Advocates Ltd’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Your Advocates Ltd’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
2024
Q4 		– Sell
-160
Closed -$4.25K – 237
2024
Q3 		$4.25K Hold
160
– – ﹤0.01% 155
2024
Q2 		$4.33K Hold
160
– – ﹤0.01% 151
2024
Q1 		$4.19K Buy
160
+100
+167% +$2.58K ﹤0.01% 148
2023
Q4 		$1.51K Hold
60
– – ﹤0.01% 183
2023
Q3 		$1.66K Hold
60
– – ﹤0.01% 212
2023
Q2 		$1.59K Buy
60
+20
+50% +$525 ﹤0.01% 220
2023
Q1 		$1.04K Hold
40
– – ﹤0.01% 197
2022
Q4 		$1.04K Hold
40
– – ﹤0.01% 177
2022
Q3 		$1K Buy
+40
New +$1.15K ﹤0.01% 186

Other funds holding USDU

3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Your Advocates Ltd's USDU Position: Q4 2024 in Review

Your Advocates Ltd sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q4 2024, closing a stake of 160 shares — an estimated $4.25K sold.

Your Advocates Ltd first reported a position in USDU in Q3 2022 and held it in 9 quarters. The position peaked at $4.33K in Q2 2024. 71 funds tracked by Wall St. Rank hold USDU as of Q4 2024.

  • Your Advocates Ltd reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q4 2024 after selling out during the quarter.
  • Your Advocates Ltd sold 160 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q4 2024, an estimated $4.25K.
  • Your Advocates Ltd first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2022 and held it in 9 quarters.
  • Your Advocates Ltd's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $4.33K in Q2 2024.
  • 71 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2024.

Based on Your Advocates Ltd's 13F filing for Q4 2024, filed 4 Feb 2025.