Ameritas Investment Partners
USFR icon

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

Ameritas Investment Partners’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
2023
Q3 		– Sell
-402
Closed -$20.2K – 3125
2023
Q2 		$20.2K Buy
+402
New +$20.2K ﹤0.01% 2559

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Ameritas Investment Partners's USFR Position: Q3 2023 in Review

Ameritas Investment Partners sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q3 2023, closing a stake of 402 shares — an estimated $20.2K sold.

Ameritas Investment Partners first reported a position in USFR in Q2 2023 and held it in 1 quarter. The position peaked at $20.2K in Q2 2023. 475 funds tracked by Wall St. Rank hold USFR as of Q3 2023.

  • Ameritas Investment Partners reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q3 2023 after selling out during the quarter.
  • Ameritas Investment Partners sold 402 WisdomTree Floating Rate Treasury Fund shares in Q3 2023, an estimated $20.2K.
  • Ameritas Investment Partners first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2023 and held it in 1 quarter.
  • Ameritas Investment Partners's WisdomTree Floating Rate Treasury Fund position peaked at $20.2K in Q2 2023.
  • 475 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2023.

Based on Ameritas Investment Partners's 13F filing for Q3 2023, filed 13 Nov 2023.