First Command Advisory Services’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

First Command Advisory Services’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	-27	Closed	-$1.36K	–	495
2023 Q2	$1.36K	Buy	+27	New	+$1.36K	﹤0.01%	35

Other funds holding USFR

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JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

STA

Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

First Command Advisory Services's USFR Position: Q3 2023 in Review

First Command Advisory Services sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q3 2023, closing a stake of 27 shares — an estimated $1.36K sold.

First Command Advisory Services first reported a position in USFR in Q2 2023 and held it in 1 quarter. The position peaked at $1.36K in Q2 2023. 475 funds tracked by Wall St. Rank hold USFR as of Q3 2023.

First Command Advisory Services reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q3 2023 after selling out during the quarter.
First Command Advisory Services sold 27 WisdomTree Floating Rate Treasury Fund shares in Q3 2023, an estimated $1.36K.
First Command Advisory Services first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2023 and held it in 1 quarter.
First Command Advisory Services's WisdomTree Floating Rate Treasury Fund position peaked at $1.36K in Q2 2023.
475 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2023.

Based on First Command Advisory Services's 13F filing for Q3 2023, filed 8 Nov 2023.