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Pacific Center for Financial Services’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Pacific Center for Financial Services’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 		– Sell
-417
Closed -$21K – 417
2022
Q2 		$21K Buy
+417
New +$21K 0.01% 228

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Pacific Center for Financial Services's USFR Position: Q3 2022 in Review

Pacific Center for Financial Services sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q3 2022, closing a stake of 417 shares — an estimated $21K sold.

Pacific Center for Financial Services first reported a position in USFR in Q2 2022 and held it in 1 quarter. The position peaked at $21K in Q2 2022. 285 funds tracked by Wall St. Rank hold USFR as of Q3 2022.

  • Pacific Center for Financial Services reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q3 2022 after selling out during the quarter.
  • Pacific Center for Financial Services sold 417 WisdomTree Floating Rate Treasury Fund shares in Q3 2022, an estimated $21K.
  • Pacific Center for Financial Services first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2022 and held it in 1 quarter.
  • Pacific Center for Financial Services's WisdomTree Floating Rate Treasury Fund position peaked at $21K in Q2 2022.
  • 285 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2022.

Based on Pacific Center for Financial Services's 13F filing for Q3 2022, filed 14 Nov 2022.