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

Prairie 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
Q2 		– Sell
-6,497
Closed -$327K – 168
2024
Q1 		$327K Buy
+6,497
New +$327K 0.15% 117

Other funds holding USFR

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Prairie Wealth Advisors's USFR Position: Q2 2024 in Review

Prairie Wealth Advisors sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2024, closing a stake of 6,497 shares — an estimated $327K sold.

Prairie Wealth Advisors first reported a position in USFR in Q1 2024 and held it in 1 quarter. The position peaked at $327K in Q1 2024. 509 funds tracked by Wall St. Rank hold USFR as of Q2 2024.

  • Prairie Wealth Advisors reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q2 2024 after selling out during the quarter.
  • Prairie Wealth Advisors sold 6,497 WisdomTree Floating Rate Treasury Fund shares in Q2 2024, an estimated $327K.
  • Prairie Wealth Advisors first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2024 and held it in 1 quarter.
  • Prairie Wealth Advisors's WisdomTree Floating Rate Treasury Fund position peaked at $327K in Q1 2024.
  • 509 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2024.

Based on Prairie Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.