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Bouchey Financial Group’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Bouchey Financial Group’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
Q4 		– Sell
-8,792
Closed -$442K – 140
2023
Q3 		$442K Buy
+8,792
New +$443K 0.05% 71

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JP Morgan Chase
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Ameriprise
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BW
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RBA
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Bouchey Financial Group's USFR Position: Q4 2023 in Review

Bouchey Financial Group sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q4 2023, closing a stake of 8,792 shares — an estimated $442K sold.

Bouchey Financial Group first reported a position in USFR in Q3 2023 and held it in 1 quarter. The position peaked at $442K in Q3 2023. 509 funds tracked by Wall St. Rank hold USFR as of Q4 2023.

  • Bouchey Financial Group reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q4 2023 after selling out during the quarter.
  • Bouchey Financial Group sold 8,792 WisdomTree Floating Rate Treasury Fund shares in Q4 2023, an estimated $442K.
  • Bouchey Financial Group first reported a position in WisdomTree Floating Rate Treasury Fund in Q3 2023 and held it in 1 quarter.
  • Bouchey Financial Group's WisdomTree Floating Rate Treasury Fund position peaked at $442K in Q3 2023.
  • 509 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q4 2023.

Based on Bouchey Financial Group's 13F filing for Q4 2023, filed 18 Jan 2024.