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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 $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 $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $57.2B AUM 18.32% 1-Year Est. Return