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Muirfield Wealth Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Muirfield Wealth Advisors’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
Q3 		– Sell
-8,207
Closed -$413K – 63
2024
Q2 		$413K Buy
8,207
+88
+1% +$4.43K 0.39% 45
2024
Q1 		$408K Buy
8,119
+76
+0.9% +$3.83K 0.39% 44
2023
Q4 		$404K Buy
+8,043
New +$405K 0.43% 44

Other funds holding USFR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Muirfield Wealth Advisors's USFR Position: Q3 2024 in Review

Muirfield Wealth Advisors sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q3 2024, closing a stake of 8,207 shares — an estimated $413K sold.

Muirfield Wealth Advisors first reported a position in USFR in Q4 2023 and held it in 3 quarters. The position peaked at $413K in Q2 2024. 510 funds tracked by Wall St. Rank hold USFR as of Q3 2024.

  • Muirfield Wealth Advisors reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q3 2024 after selling out during the quarter.
  • Muirfield Wealth Advisors sold 8,207 WisdomTree Floating Rate Treasury Fund shares in Q3 2024, an estimated $413K.
  • Muirfield Wealth Advisors first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2023 and held it in 3 quarters.
  • Muirfield Wealth Advisors's WisdomTree Floating Rate Treasury Fund position peaked at $413K in Q2 2024.
  • 510 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2024.

Based on Muirfield Wealth Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.