Larson Financial Group’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Larson Financial Group’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 Q1	–	Sell	-5	Closed	-$251	–	1605
2022 Q4	$251	Hold	5	–	–	﹤0.01%	1415
2022 Q3	$0	Buy	+5	New	+$252	﹤0.01%	1402

Other funds holding USFR

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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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Larson Financial Group's USFR Position: Q1 2023 in Review

Larson Financial Group sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q1 2023, closing a stake of 5 shares — an estimated $251 sold.

Larson Financial Group first reported a position in USFR in Q3 2022 and held it in 2 quarters. The position peaked at $251 in Q4 2022. 390 funds tracked by Wall St. Rank hold USFR as of Q1 2023.

Larson Financial Group reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q1 2023 after selling out during the quarter.
Larson Financial Group sold 5 WisdomTree Floating Rate Treasury Fund shares in Q1 2023, an estimated $251.
Larson Financial Group first reported a position in WisdomTree Floating Rate Treasury Fund in Q3 2022 and held it in 2 quarters.
Larson Financial Group's WisdomTree Floating Rate Treasury Fund position peaked at $251 in Q4 2022.
390 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2023.

Based on Larson Financial Group's 13F filing for Q1 2023, filed 4 May 2023.