DWM
USFR

Darwin Wealth Management’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Darwin Wealth Management’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
2020
Q2 		– Sell
-189
Closed -$4K – 889
2020
Q1 		$4K Buy
+189
New +$4K ﹤0.01% 642

Other funds holding USFR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Darwin Wealth Management's USFR Position: Q2 2020 in Review

Darwin Wealth Management sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q2 2020, closing a stake of 189 shares — an estimated $4K sold.

Darwin Wealth Management first reported a position in USFR in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 141 funds tracked by Wall St. Rank hold USFR as of Q2 2020.

  • Darwin Wealth Management reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 189 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q2 2020, an estimated $4K.
  • Darwin Wealth Management first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $4K in Q1 2020.
  • 141 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.