DWM
USFR icon

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

Destination 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
2024
Q2 		– Sell
-5,539
Closed -$279K – 230
2024
Q1 		$279K Sell
5,539
-2,898
-34% -$146K 0.01% 180
2023
Q4 		$424K Hold
8,437
– – 0.01% 155
2023
Q3 		$425K Hold
8,437
– – 0.02% 152
2023
Q2 		$425K Sell
8,437
-5,467
-39% -$275K 0.02% 153
2023
Q1 		$699K Hold
13,904
– – 0.03% 132
2022
Q4 		$699K Buy
+13,904
New +$700K 0.03% 128

Other funds holding USFR

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
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return