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HHM Wealth Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

HHM Wealth Advisors’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
Q4 		– Sell
-577
Closed -$29K – 821
2023
Q3 		$29K Hold
577
– – 0.01% 348
2023
Q2 		$29K Hold
577
– – 0.01% 368
2023
Q1 		$29K Buy
+577
New +$29K 0.01% 360

Other funds holding USFR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HHM Wealth Advisors's USFR Position: Q4 2023 in Review

HHM Wealth Advisors sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q4 2023, closing a stake of 577 shares — an estimated $29K sold.

HHM Wealth Advisors first reported a position in USFR in Q1 2023 and held it in 3 quarters. The position peaked at $29K in Q3 2023. 509 funds tracked by Wall St. Rank hold USFR as of Q4 2023.

  • HHM Wealth Advisors reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q4 2023 after selling out during the quarter.
  • HHM Wealth Advisors sold 577 WisdomTree Floating Rate Treasury Fund shares in Q4 2023, an estimated $29K.
  • HHM Wealth Advisors first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2023 and held it in 3 quarters.
  • HHM Wealth Advisors's WisdomTree Floating Rate Treasury Fund position peaked at $29K in Q3 2023.
  • 509 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q4 2023.

Based on HHM Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.