Moulton Wealth Management, Inc Wisdomtree Bloomberg U.S. Doll Transaction History

Moulton Wealth Management, Inc

$131 Million
Q1 2025

A detailed history of Moulton Wealth Management, Inc transactions in Wisdomtree Bloomberg U.S. Doll stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 50,720 shares of USDU stock, worth $1.33 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

50,720

Previous 11,700 333.5%

Holding current value

$1.33 Million

Previous $323,000 327.55%

% of portfolio

1.06%

Previous 0.25%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$26.9 - $27.93 $1.05 Million - $1.09 Million	39,020 Added 333.5%	50,720 $1.38 Million
Q4 2024 Jan 16, 2025	SELL	$26.57 - $28.65 $365,789 - $394,424	-13,767 Reduced 54.06%	11,700 $323,000
Q3 2024 Oct 17, 2024	SELL	$26.31 - $27.16 $672,641 - $694,372	-25,566 Reduced 50.1%	25,467 $675,000
Q2 2024 Jul 16, 2024	BUY	$26.12 - $27.15 $1.33 Million - $1.39 Million	51,033 New	51,033 $1.38 Million

Others Institutions Holding USDU

# of Institutions

Shares Held

4.39M

Call Options Held

29.1K

Put Options Held

11.4K

View Full List

About WISDOMTREE BLOOMBERG U.S. DOLL

Ticker USDU
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Moulton Wealth Management, Inc Wisdomtree Bloomberg U.S. Doll Transaction History