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

Clearview 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	-4,183	Closed	-$210K	–	129
2023 Q4	$210K	Sell	4,183 -206	-5%	-$10.4K	0.25%	110
2023 Q3	$221K	Sell	4,389 -939	-18%	-$47.3K	0.27%	109
2023 Q2	$268K	Sell	5,328 -98	-2%	-$4.94K	0.27%	96
2023 Q1	$273K	Sell	5,426 -1,428	-21%	-$71.9K	0.28%	100
2022 Q4	$345K	Sell	6,854 -2,474	-27%	-$124K	0.27%	77
2022 Q3	$469K	Sell	9,328 -2,655	-22%	-$134K	0.37%	49
2022 Q2	$603K	Sell	11,983 -4,525	-27%	-$228K	0.45%	44
2022 Q1	$830K	Buy	+16,508	New	+$830K	0.55%	34

Other funds holding USFR

STA

Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q1 2024, closing a stake of 4,183 shares — an estimated $210K sold.

Clearview Wealth Advisors first reported a position in USFR in Q1 2022 and held it in 8 quarters. The position peaked at $830K in Q1 2022. 485 funds tracked by Wall St. Rank hold USFR as of Q1 2024.

Clearview Wealth Advisors reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q1 2024 after selling out during the quarter.
Clearview Wealth Advisors sold 4,183 WisdomTree Floating Rate Treasury Fund shares in Q1 2024, an estimated $210K.
Clearview Wealth Advisors first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2022 and held it in 8 quarters.
Clearview Wealth Advisors's WisdomTree Floating Rate Treasury Fund position peaked at $830K in Q1 2022.
485 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2024.

Based on Clearview Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.