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Horst & Graben Wealth Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Horst & Graben Wealth Management’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
2024
Q1 		– Sell
-60,319
Closed -$3.03M – 151
2023
Q4 		$3.03M Buy
+60,319
New +$3.04M 0.67% 28

Other funds holding USFR

STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Horst & Graben Wealth Management's USFR Position: Q1 2024 in Review

Horst & Graben Wealth Management sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q1 2024, closing a stake of 60,319 shares — an estimated $3.03M sold.

Horst & Graben Wealth Management first reported a position in USFR in Q4 2023 and held it in 1 quarter. The position peaked at $3.03M in Q4 2023. 486 funds tracked by Wall St. Rank hold USFR as of Q1 2024.

  • Horst & Graben Wealth Management reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q1 2024 after selling out during the quarter.
  • Horst & Graben Wealth Management sold 60,319 WisdomTree Floating Rate Treasury Fund shares in Q1 2024, an estimated $3.03M.
  • Horst & Graben Wealth Management first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2023 and held it in 1 quarter.
  • Horst & Graben Wealth Management's WisdomTree Floating Rate Treasury Fund position peaked at $3.03M in Q4 2023.
  • 486 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2024.

Based on Horst & Graben Wealth Management's 13F filing for Q1 2024, filed 22 Apr 2024.