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B. Riley Wealth Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

B. Riley 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
2022
Q2 		$676K Buy
13,426
+1,953
+17% +$98.3K 0.07% 242
2022
Q1 		$577K Buy
+11,473
New +$577K 0.04% 305

Other funds holding USFR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

B. Riley Wealth Management's USFR Position: Q2 2022 in Review

B. Riley Wealth Management increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 17% in Q2 2022, buying an estimated $98.3K and bringing the position to 13,426 shares worth $676K. The position accounts for 0.07% of the portfolio, ranked #242.

B. Riley Wealth Management first reported a position in USFR in Q1 2022 and has held it in 2 quarters since. 262 funds tracked by Wall St. Rank hold USFR as of Q2 2022.

  • B. Riley Wealth Management held 13,426 shares of WisdomTree Floating Rate Treasury Fund worth $676K as of Q2 2022.
  • B. Riley Wealth Management bought 1,953 WisdomTree Floating Rate Treasury Fund shares in Q2 2022, an estimated $98.3K.
  • WisdomTree Floating Rate Treasury Fund made up 0.07% of B. Riley Wealth Management's portfolio in Q2 2022, its #242 holding.
  • B. Riley Wealth Management first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2022 and has held it in 2 quarters since.
  • 262 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.