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Fure Financial Corporation’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Fure Financial Corporation’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
2022
Q3 		$2.19M Buy
43,455
+465
+1% +$23.4K 1.79% 14
2022
Q2 		$2.16M Sell
42,990
-5,412
-11% -$272K 1.28% 17
2022
Q1 		$2.43M Buy
+48,402
New +$2.43M 1.36% 17

Other funds holding USFR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 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

Fure Financial Corporation's USFR Position: Q3 2022 in Review

Fure Financial Corporation increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 1.1% in Q3 2022, buying an estimated $23.4K and bringing the position to 43,455 shares worth $2.19M. The position accounts for 1.79% of the portfolio, ranked #14.

Fure Financial Corporation first reported a position in USFR in Q1 2022 and has held it in 3 quarters since. The position peaked at $2.43M in Q1 2022. 285 funds tracked by Wall St. Rank hold USFR as of Q3 2022.

  • Fure Financial Corporation held 43,455 shares of WisdomTree Floating Rate Treasury Fund worth $2.19M as of Q3 2022.
  • Fure Financial Corporation bought 465 WisdomTree Floating Rate Treasury Fund shares in Q3 2022, an estimated $23.4K.
  • WisdomTree Floating Rate Treasury Fund made up 1.79% of Fure Financial Corporation's portfolio in Q3 2022, its #14 holding.
  • Fure Financial Corporation first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2022 and has held it in 3 quarters since.
  • Fure Financial Corporation's WisdomTree Floating Rate Treasury Fund position peaked at $2.43M in Q1 2022.
  • 285 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2022.

Based on Fure Financial Corporation's 13F filing for Q3 2022, filed 9 Nov 2022.