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

Stringer 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
2022 Q3	$447K	Buy	+13,380	New	+$673K	0.7%	23

Other funds holding USFR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stringer Asset Management's USFR Position: Q3 2022 in Review

Stringer Asset Management opened a new position in WisdomTree Floating Rate Treasury Fund (USFR) in Q3 2022: 13,380 shares worth $447K. The stake represents 0.7% of the portfolio and ranks #23 among its holdings.

285 funds tracked by Wall St. Rank hold USFR as of Q3 2022.

Stringer Asset Management held 13,380 shares of WisdomTree Floating Rate Treasury Fund worth $447K as of Q3 2022.
WisdomTree Floating Rate Treasury Fund was a new Stringer Asset Management position in Q3 2022.
WisdomTree Floating Rate Treasury Fund made up 0.7% of Stringer Asset Management's portfolio in Q3 2022, its #23 holding.
285 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2022.

Based on Stringer Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.