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Peterson Financial Group’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Peterson Financial Group’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 		$282K Buy
5,618
+123
+2% +$6.19K 1.09% 26
2024
Q2 		$276K Buy
+5,495
New +$277K 1.69% 24

Other funds holding USFR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Peterson Financial Group's USFR Position: Q3 2024 in Review

Peterson Financial Group increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 2.2% in Q3 2024, buying an estimated $6.19K and bringing the position to 5,618 shares worth $282K. The position accounts for 1.09% of the portfolio, ranked #26.

Peterson Financial Group first reported a position in USFR in Q2 2024 and has held it in 2 quarters since. 508 funds tracked by Wall St. Rank hold USFR as of Q3 2024.

  • Peterson Financial Group held 5,618 shares of WisdomTree Floating Rate Treasury Fund worth $282K as of Q3 2024.
  • Peterson Financial Group bought 123 WisdomTree Floating Rate Treasury Fund shares in Q3 2024, an estimated $6.19K.
  • WisdomTree Floating Rate Treasury Fund made up 1.09% of Peterson Financial Group's portfolio in Q3 2024, its #26 holding.
  • Peterson Financial Group first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2024 and has held it in 2 quarters since.
  • 508 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.