HFS
USFR

HL Financial Services’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

HL Financial 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
2019
Q1 		$257K Sell
10,264
-2,230
-18% -$55.8K ﹤0.01% 651
2018
Q4 		$313K Buy
+12,494
New +$313K 0.01% 597

Other funds holding USFR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

HL Financial Services's USFR Position: Q1 2019 in Review

HL Financial Services reduced its WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) stake by 18% in Q1 2019, selling an estimated $55.8K and leaving 10,264 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

HL Financial Services first reported a position in USFR in Q4 2018 and has held it in 2 quarters since. The position peaked at $313K in Q4 2018. 126 funds tracked by Wall St. Rank hold USFR as of Q1 2019.

  • HL Financial Services held 10,264 shares of WisdomTree Bloomberg Floating Rate Treasury Fund worth $257K as of Q1 2019.
  • HL Financial Services sold 2,230 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q1 2019, an estimated $55.8K.
  • WisdomTree Bloomberg Floating Rate Treasury Fund made up ﹤0.01% of HL Financial Services's portfolio in Q1 2019, its #651 holding.
  • HL Financial Services first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q4 2018 and has held it in 2 quarters since.
  • HL Financial Services's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $313K in Q4 2018.
  • 126 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.