Empower Advisory Group
USFR icon

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

Empower 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
2024
Q2 		– Sell
-5,195
Closed -$261K – 520
2024
Q1 		$261K Buy
+5,195
New +$262K ﹤0.01% 435

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Empower Advisory Group's USFR Position: Q2 2024 in Review

Empower Advisory Group sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2024, closing a stake of 5,195 shares — an estimated $261K sold.

Empower Advisory Group first reported a position in USFR in Q1 2024 and held it in 1 quarter. The position peaked at $261K in Q1 2024. 509 funds tracked by Wall St. Rank hold USFR as of Q2 2024.

  • Empower Advisory Group reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q2 2024 after selling out during the quarter.
  • Empower Advisory Group sold 5,195 WisdomTree Floating Rate Treasury Fund shares in Q2 2024, an estimated $261K.
  • Empower Advisory Group first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2024 and held it in 1 quarter.
  • Empower Advisory Group's WisdomTree Floating Rate Treasury Fund position peaked at $261K in Q1 2024.
  • 509 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2024.

Based on Empower Advisory Group's 13F filing for Q2 2024, filed 25 Jul 2024.