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Farmers & Merchants Investments Inc’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Farmers & Merchants Investments Inc’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
2023
Q3 		– Sell
-88
Closed -$4.43K – 1813
2023
Q2 		$4.43K Buy
+88
New +$4.43K ﹤0.01% 782

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Ameriprise
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RBA
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Farmers & Merchants Investments Inc's USFR Position: Q3 2023 in Review

Farmers & Merchants Investments Inc sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q3 2023, closing a stake of 88 shares — an estimated $4.43K sold.

Farmers & Merchants Investments Inc first reported a position in USFR in Q2 2023 and held it in 1 quarter. The position peaked at $4.43K in Q2 2023. 475 funds tracked by Wall St. Rank hold USFR as of Q3 2023.

  • Farmers & Merchants Investments Inc reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q3 2023 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 88 WisdomTree Floating Rate Treasury Fund shares in Q3 2023, an estimated $4.43K.
  • Farmers & Merchants Investments Inc first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2023 and held it in 1 quarter.
  • Farmers & Merchants Investments Inc's WisdomTree Floating Rate Treasury Fund position peaked at $4.43K in Q2 2023.
  • 475 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2023, filed 25 Oct 2023.