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Institutional & Family Asset Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Institutional & Family Asset 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
2023
Q3 		– Sell
-45
Closed -$2.26K – 759
2023
Q2 		$2.26K Hold
45
– – ﹤0.01% 562
2023
Q1 		$2.26K Hold
45
– – ﹤0.01% 559
2022
Q4 		$2.26K Sell
45
-214
-83% -$10.8K ﹤0.01% 551
2022
Q3 		$13K Sell
259
-355
-58% -$17.9K ﹤0.01% 362
2022
Q2 		$31K Hold
614
– – 0.01% 269
2022
Q1 		$31K Buy
+614
New +$30.9K ﹤0.01% 306

Other funds holding USFR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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 $57.2B AUM 18.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return