AI
USFR

Atria Investments’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Atria Investments’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
2019
Q2 		– Sell
-69,357
Closed -$1.74M – 1126
2019
Q1 		$1.74M Sell
69,357
-11,477
-14% -$288K 0.07% 232
2018
Q4 		$2.03M Buy
+80,834
New +$2.03M 0.09% 182

Other funds holding USFR

Bank of America
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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atria Investments's USFR Position: Q2 2019 in Review

Atria Investments sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q2 2019, closing a stake of 69,357 shares — an estimated $1.74M sold.

Atria Investments first reported a position in USFR in Q4 2018 and held it in 2 quarters. The position peaked at $2.03M in Q4 2018. 125 funds tracked by Wall St. Rank hold USFR as of Q2 2019.

  • Atria Investments reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q2 2019 after selling out during the quarter.
  • Atria Investments sold 69,357 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q2 2019, an estimated $1.74M.
  • Atria Investments first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q4 2018 and held it in 2 quarters.
  • Atria Investments's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $2.03M in Q4 2018.
  • 125 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q2 2019.

Based on Atria Investments's 13F filing for Q2 2019, filed 9 Aug 2019.