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Alera Investment Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Alera Investment Advisors’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8,221
Closed -$414K – 312
2024
Q2 		$414K Buy
+8,221
New +$414K 0.05% 155

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STA
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Bank of America
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LPL Financial
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UBS Group
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BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Alera Investment Advisors's USFR Position: Q3 2024 in Review

Alera Investment Advisors sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q3 2024, closing a stake of 8,221 shares — an estimated $414K sold.

Alera Investment Advisors first reported a position in USFR in Q2 2024 and held it in 1 quarter. The position peaked at $414K in Q2 2024. 508 funds tracked by Wall St. Rank hold USFR as of Q3 2024.

  • Alera Investment Advisors reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q3 2024 after selling out during the quarter.
  • Alera Investment Advisors sold 8,221 WisdomTree Floating Rate Treasury Fund shares in Q3 2024, an estimated $414K.
  • Alera Investment Advisors first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2024 and held it in 1 quarter.
  • Alera Investment Advisors's WisdomTree Floating Rate Treasury Fund position peaked at $414K in Q2 2024.
  • 508 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.