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SignalPoint Asset Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

SignalPoint Asset 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
2024
Q4 		$386K Sell
7,663
-4,733
-38% -$238K 0.09% 159
2024
Q3 		$623K Buy
12,396
+2,856
+30% +$144K 0.15% 130
2024
Q2 		$480K Buy
+9,540
New +$481K 0.13% 152

Other funds holding USFR

STA
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
SWA
Serenus Wealth Advisors Santa Monica, California $573M AUM 18.59% 1-Year Est. Return

SignalPoint Asset Management's USFR Position: Q4 2024 in Review

SignalPoint Asset Management reduced its WisdomTree Floating Rate Treasury Fund (USFR) stake by 38% in Q4 2024, selling an estimated $238K and leaving 7,663 shares worth $386K. The position accounts for 0.09% of the portfolio, ranked #159.

SignalPoint Asset Management first reported a position in USFR in Q2 2024 and has held it in 3 quarters since. The position peaked at $623K in Q3 2024. 564 funds tracked by Wall St. Rank hold USFR as of Q4 2024.

  • SignalPoint Asset Management held 7,663 shares of WisdomTree Floating Rate Treasury Fund worth $386K as of Q4 2024.
  • SignalPoint Asset Management sold 4,733 WisdomTree Floating Rate Treasury Fund shares in Q4 2024, an estimated $238K.
  • WisdomTree Floating Rate Treasury Fund made up 0.09% of SignalPoint Asset Management's portfolio in Q4 2024, its #159 holding.
  • SignalPoint Asset Management first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2024 and has held it in 3 quarters since.
  • SignalPoint Asset Management's WisdomTree Floating Rate Treasury Fund position peaked at $623K in Q3 2024.
  • 564 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.