Ameritas Investment Company’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Ameritas Investment Company’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
2021 Q2	–	Sell	-2,086	Closed	-$52.4K	–	2319
2021 Q1	$52.4K	Buy	+2,086	New	+$52.4K	﹤0.01%	944
2020 Q2	–	Sell	-77,539	Closed	-$1.95M	–	1864
2020 Q1	$1.95M	Buy	77,539 +1,012	+1%	+$25.4K	0.31%	55
2019 Q4	$1.92M	Buy	76,527 +75,096	+5,248%	+$1.88M	0.4%	53
2019 Q3	$36K	Buy	+1,431	New	+$36K	0.01%	759
2019 Q2	–	Sell	-77,740	Closed	-$1.95M	–	999
2019 Q1	$1.95M	Buy	+77,740	New	+$1.95M	0.36%	58

Other funds holding USFR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NPI

New Perspectives Inc Ridgeland, Mississippi $326M AUM 18.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Titan Managers Scottsdale, Arizona $63.6M AUM 0.03% 1-Year Est. Return

Ameritas Investment Company's USFR Position: Q2 2021 in Review

Ameritas Investment Company sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q2 2021, closing a stake of 2,086 shares — an estimated $52.4K sold.

Ameritas Investment Company first reported a position in USFR in Q1 2019 and held it in 5 quarters. The position peaked at $1.95M in Q1 2019. 134 funds tracked by Wall St. Rank hold USFR as of Q2 2021.

Ameritas Investment Company reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q2 2021 after selling out during the quarter.
Ameritas Investment Company sold 2,086 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q2 2021, an estimated $52.4K.
Ameritas Investment Company first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q1 2019 and held it in 5 quarters.
Ameritas Investment Company's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $1.95M in Q1 2019.
134 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.