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Csenge Advisory Group’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Csenge Advisory 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
2022
Q4 		– Sell
-12,174
Closed -$612K – 665
2022
Q3 		$612K Buy
+12,174
New +$612K 0.05% 291

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3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Csenge Advisory Group's USFR Position: Q4 2022 in Review

Csenge Advisory Group sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q4 2022, closing a stake of 12,174 shares — an estimated $612K sold.

Csenge Advisory Group first reported a position in USFR in Q3 2022 and held it in 1 quarter. The position peaked at $612K in Q3 2022. 348 funds tracked by Wall St. Rank hold USFR as of Q4 2022.

  • Csenge Advisory Group reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q4 2022 after selling out during the quarter.
  • Csenge Advisory Group sold 12,174 WisdomTree Floating Rate Treasury Fund shares in Q4 2022, an estimated $612K.
  • Csenge Advisory Group first reported a position in WisdomTree Floating Rate Treasury Fund in Q3 2022 and held it in 1 quarter.
  • Csenge Advisory Group's WisdomTree Floating Rate Treasury Fund position peaked at $612K in Q3 2022.
  • 348 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q4 2022.

Based on Csenge Advisory Group's 13F filing for Q4 2022, filed 10 Feb 2023.