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Benchmark Financial Wealth Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Benchmark Financial Wealth Advisors’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
Q4 		– Sell
-24,372
Closed -$1.22M – 111
2024
Q3 		$1.22M Buy
+24,372
New +$1.23M 0.41% 31
2022
Q4 		– Sell
-72,919
Closed -$3.67M – 75
2022
Q3 		$3.67M Sell
72,919
-13,471
-16% -$678K 2.16% 14
2022
Q2 		$4.35M Buy
+86,390
New +$4.35M 2.23% 15

Other funds holding USFR

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
SWA
Serenus Wealth Advisors Santa Monica, California $573M AUM 18.59% 1-Year Est. Return

Benchmark Financial Wealth Advisors's USFR Position: Q4 2024 in Review

Benchmark Financial Wealth Advisors sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q4 2024, closing a stake of 24,372 shares — an estimated $1.22M sold.

Benchmark Financial Wealth Advisors first reported a position in USFR in Q2 2022 and held it in 3 quarters. The position peaked at $4.35M in Q2 2022. 564 funds tracked by Wall St. Rank hold USFR as of Q4 2024.

  • Benchmark Financial Wealth Advisors reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q4 2024 after selling out during the quarter.
  • Benchmark Financial Wealth Advisors sold 24,372 WisdomTree Floating Rate Treasury Fund shares in Q4 2024, an estimated $1.22M.
  • Benchmark Financial Wealth Advisors first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2022 and held it in 3 quarters.
  • Benchmark Financial Wealth Advisors's WisdomTree Floating Rate Treasury Fund position peaked at $4.35M in Q2 2022.
  • 564 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q4 2024.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.