DSN
USFR

D. Scott Neal’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

D. Scott Neal’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
2019
Q1 		– Sell
-237,694
Closed -$5.96M – 33
2018
Q4 		$5.96M Buy
+237,694
New +$5.96M 3.25% 7

Other funds holding USFR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

D. Scott Neal's USFR Position: Q1 2019 in Review

D. Scott Neal sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q1 2019, closing a stake of 237,694 shares — an estimated $5.96M sold.

D. Scott Neal first reported a position in USFR in Q4 2018 and held it in 1 quarter. The position peaked at $5.96M in Q4 2018. 126 funds tracked by Wall St. Rank hold USFR as of Q1 2019.

  • D. Scott Neal reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q1 2019 after selling out during the quarter.
  • D. Scott Neal sold 237,694 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q1 2019, an estimated $5.96M.
  • D. Scott Neal first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q4 2018 and held it in 1 quarter.
  • D. Scott Neal's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $5.96M in Q4 2018.
  • 126 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q1 2019.

Based on D. Scott Neal's 13F filing for Q1 2019, filed 11 Apr 2019.