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Patriot Financial Group Insurance Agency’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Patriot Financial Group Insurance Agency’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
-1,102
Closed -$55K – 1864
2022
Q2 		$55K Sell
1,102
-51
-4% -$2.57K 0.01% 705
2022
Q1 		$58K Buy
+1,153
New +$57.9K 0.01% 737

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Patriot Financial Group Insurance Agency's USFR Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q3 2022, closing a stake of 1,102 shares — an estimated $55K sold.

Patriot Financial Group Insurance Agency first reported a position in USFR in Q1 2022 and held it in 2 quarters. The position peaked at $58K in Q1 2022. 285 funds tracked by Wall St. Rank hold USFR as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,102 WisdomTree Floating Rate Treasury Fund shares in Q3 2022, an estimated $55K.
  • Patriot Financial Group Insurance Agency first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2022 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's WisdomTree Floating Rate Treasury Fund position peaked at $58K in Q1 2022.
  • 285 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.