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Mariner Independent Advisor Network’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Mariner Independent Advisor Network’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
2022
Q3 		$9.17M Buy
182,442
+10,987
+6% +$553K 0.39% 54
2022
Q2 		$8.63M Buy
171,455
+85,871
+100% +$4.32M 0.36% 66
2022
Q1 		$4.3M Buy
+85,584
New +$4.3M 0.17% 140

Other funds holding USFR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mariner Independent Advisor Network's USFR Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 6.4% in Q3 2022, buying an estimated $553K and bringing the position to 182,442 shares worth $9.17M. The position accounts for 0.39% of the portfolio, ranked #54.

Mariner Independent Advisor Network first reported a position in USFR in Q1 2022 and has held it in 3 quarters since. 285 funds tracked by Wall St. Rank hold USFR as of Q3 2022.

  • Mariner Independent Advisor Network held 182,442 shares of WisdomTree Floating Rate Treasury Fund worth $9.17M as of Q3 2022.
  • Mariner Independent Advisor Network bought 10,987 WisdomTree Floating Rate Treasury Fund shares in Q3 2022, an estimated $553K.
  • WisdomTree Floating Rate Treasury Fund made up 0.39% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #54 holding.
  • Mariner Independent Advisor Network first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2022 and has held it in 3 quarters since.
  • 285 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.