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Register Financial Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Register Financial 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
Q3 		– Sell
-1,025
Closed -$51.6K – 667
2024
Q2 		$51.6K Hold
1,025
– – 0.03% 343
2024
Q1 		$51.5K Buy
+1,025
New +$51.6K 0.03% 340
2023
Q4 		– Sell
-4,499
Closed -$226K – 592
2023
Q3 		$226K Buy
4,499
+97
+2% +$4.89K 0.17% 122
2023
Q2 		$221K Buy
4,402
+9
+0.2% +$453 0.16% 128
2023
Q1 		$221K Buy
4,393
+3,203
+269% +$161K 0.17% 120
2022
Q4 		$59.8K Buy
+1,190
New +$59.9K 0.04% 333

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 $1.47T 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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $57.2B AUM 18.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return