SHJ
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Sharkey, Howes & Javer’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Sharkey, Howes & Javer’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
Q1 		– Sell
-37,201
Closed -$1.87M – 126
2023
Q4 		$1.87M Sell
37,201
-2,196
-6% -$111K 0.33% 45
2023
Q3 		$1.98M Buy
+39,397
New +$1.99M 0.38% 45

Other funds holding USFR

STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Sharkey, Howes & Javer's USFR Position: Q1 2024 in Review

Sharkey, Howes & Javer sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q1 2024, closing a stake of 37,201 shares — an estimated $1.87M sold.

Sharkey, Howes & Javer first reported a position in USFR in Q3 2023 and held it in 2 quarters. The position peaked at $1.98M in Q3 2023. 485 funds tracked by Wall St. Rank hold USFR as of Q1 2024.

  • Sharkey, Howes & Javer reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q1 2024 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 37,201 WisdomTree Floating Rate Treasury Fund shares in Q1 2024, an estimated $1.87M.
  • Sharkey, Howes & Javer first reported a position in WisdomTree Floating Rate Treasury Fund in Q3 2023 and held it in 2 quarters.
  • Sharkey, Howes & Javer's WisdomTree Floating Rate Treasury Fund position peaked at $1.98M in Q3 2023.
  • 485 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2024.

Based on Sharkey, Howes & Javer's 13F filing for Q1 2024, filed 18 Apr 2024.