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Wisdomtree Tr blmbg us bull shares owned by Avenue 1 Advisors

Quarter-by-quarter ownership of Wisdomtree Tr blmbg us bull (USDU) shares owned by Avenue 1 Advisors from 13F filings

Historical chart of Avenue 1 Advisors investment in Wisdomtree Tr blmbg us bull

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr blmbg us bull held by Avenue 1 Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr blmbg us bull by Avenue 1 Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $834k 32k 26.20
2023-12-31 $625k 25k 25.11
2023-09-30 $432k 16k 27.62
2023-06-30 $286k 11k 26.52

More positions owned by Avenue 1 Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core Msci Intl (IDEV)
Dbx Etf Tr Xtrack Usd High (HYLB)
Vaneck Etf Trust High Yld Munietf (HYD)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Avenue 1 Advisors

Top funds holding Wisdomtree Tr blmbg us bull

Jane Street
GenWealth Group
Osborne Partners Capital Management
PFG Advisors
Summit Place Financial Advisors
Assetmark
Bank of America Corporation
Citadel Advisors
Vident Advisory
Jpmorgan Chase & Co
Beaumont Capital Management
CFG Asset Management
Dravo Bay
Client First Investment Management
HighTower Advisors

View all funds holding Wisdomtree Tr blmbg us bull