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Selective Wealth Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Selective Wealth Management’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
Q4 		– Sell
-3,084
Closed -$155K – 686
2022
Q3 		$155K Hold
3,084
– – 0.07% 157
2022
Q2 		$155K Buy
+3,084
New +$155K 0.06% 171

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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 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
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

Selective Wealth Management's USFR Position: Q4 2022 in Review

Selective Wealth Management sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q4 2022, closing a stake of 3,084 shares — an estimated $155K sold.

Selective Wealth Management first reported a position in USFR in Q2 2022 and held it in 2 quarters. The position peaked at $155K in Q3 2022. 348 funds tracked by Wall St. Rank hold USFR as of Q4 2022.

  • Selective Wealth Management reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 3,084 WisdomTree Floating Rate Treasury Fund shares in Q4 2022, an estimated $155K.
  • Selective Wealth Management first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2022 and held it in 2 quarters.
  • Selective Wealth Management's WisdomTree Floating Rate Treasury Fund position peaked at $155K in Q3 2022.
  • 348 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.