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Polaris Wealth Advisory Group’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Polaris Wealth Advisory 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
2022
Q3 		– Sell
-187,568
Closed -$9.44M – 180
2022
Q2 		$9.44M Buy
+187,568
New +$9.44M 0.75% 40

Other funds holding USFR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
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 $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Polaris Wealth Advisory Group's USFR Position: Q3 2022 in Review

Polaris Wealth Advisory Group sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q3 2022, closing a stake of 187,568 shares — an estimated $9.44M sold.

Polaris Wealth Advisory Group first reported a position in USFR in Q2 2022 and held it in 1 quarter. The position peaked at $9.44M in Q2 2022. 285 funds tracked by Wall St. Rank hold USFR as of Q3 2022.

  • Polaris Wealth Advisory Group reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q3 2022 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 187,568 WisdomTree Floating Rate Treasury Fund shares in Q3 2022, an estimated $9.44M.
  • Polaris Wealth Advisory Group first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2022 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's WisdomTree Floating Rate Treasury Fund position peaked at $9.44M in Q2 2022.
  • 285 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2022, filed 12 Oct 2022.