LYV
USFR

Live Your Vision’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Live Your Vision’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 		$125K Hold
4,996
– – 0.04% 86
2018
Q4 		$125K Buy
4,996
+986
+25% +$24.7K 0.04% 83
2018
Q3 		$101K Hold
4,010
– – 0.03% 92
2018
Q2 		$101K Buy
+4,010
New +$101K 0.03% 92

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

Live Your Vision's USFR Position: Q1 2019 in Review

Live Your Vision held its WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) position steady in Q1 2019 at 4,996 shares worth $125K. The position accounts for 0.04% of the portfolio, ranked #86.

Live Your Vision first reported a position in USFR in Q2 2018 and has held it in 4 quarters since. 126 funds tracked by Wall St. Rank hold USFR as of Q1 2019.

  • Live Your Vision held 4,996 shares of WisdomTree Bloomberg Floating Rate Treasury Fund worth $125K as of Q1 2019.
  • Live Your Vision left its WisdomTree Bloomberg Floating Rate Treasury Fund share count unchanged in Q1 2019.
  • WisdomTree Bloomberg Floating Rate Treasury Fund made up 0.04% of Live Your Vision's portfolio in Q1 2019, its #86 holding.
  • Live Your Vision first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q2 2018 and has held it in 4 quarters since.
  • 126 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.