AWM
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Angeles Wealth Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Angeles Wealth Management’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
Q1 		– Sell
-18,472
Closed -$928K – 308
2023
Q4 		$928K Buy
+18,472
New +$930K 0.11% 70

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LPL Financial
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Ameriprise
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UBS Group
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BW
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RBA
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CAPTRUST Financial Advisors
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Angeles Wealth Management's USFR Position: Q1 2024 in Review

Angeles Wealth Management sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q1 2024, closing a stake of 18,472 shares — an estimated $928K sold.

Angeles Wealth Management first reported a position in USFR in Q4 2023 and held it in 1 quarter. The position peaked at $928K in Q4 2023. 485 funds tracked by Wall St. Rank hold USFR as of Q1 2024.

  • Angeles Wealth Management reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q1 2024 after selling out during the quarter.
  • Angeles Wealth Management sold 18,472 WisdomTree Floating Rate Treasury Fund shares in Q1 2024, an estimated $928K.
  • Angeles Wealth Management first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2023 and held it in 1 quarter.
  • Angeles Wealth Management's WisdomTree Floating Rate Treasury Fund position peaked at $928K in Q4 2023.
  • 485 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2024.

Based on Angeles Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.