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

Choice 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
Q1 		– Sell
-16,801
Closed -$844K – 30
2023
Q4 		$844K Buy
+16,801
New +$846K 0.52% 21

Other funds holding USFR

STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Choice Wealth Advisors's USFR Position: Q1 2024 in Review

Choice Wealth Advisors sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q1 2024, closing a stake of 16,801 shares — an estimated $844K sold.

Choice Wealth Advisors first reported a position in USFR in Q4 2023 and held it in 1 quarter. The position peaked at $844K in Q4 2023. 486 funds tracked by Wall St. Rank hold USFR as of Q1 2024.

  • Choice Wealth Advisors reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q1 2024 after selling out during the quarter.
  • Choice Wealth Advisors sold 16,801 WisdomTree Floating Rate Treasury Fund shares in Q1 2024, an estimated $844K.
  • Choice Wealth Advisors first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2023 and held it in 1 quarter.
  • Choice Wealth Advisors's WisdomTree Floating Rate Treasury Fund position peaked at $844K in Q4 2023.
  • 486 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2024.

Based on Choice Wealth Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.