Wisdomtree Tr blmbg us bull shares owned by Synergy Financial Management
Quarter-by-quarter ownership of Wisdomtree Tr blmbg us bull (USDU) shares owned by Synergy Financial Management
from 13F filings
Historical chart of Synergy Financial Management 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 Synergy Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wisdomtree Tr blmbg us bull by Synergy Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $307k | 12k | 26.75 |
| 2024-12-31 | $2.1k | 81 | 26.53 |
| 2022-09-30 | $7.1M | 240k | 29.78 |
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