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Surevest’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Surevest’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 		$170K Hold
3,383
– – 0.05% 143
2022
Q2 		$170K Buy
+3,383
New +$170K 0.04% 143

Other funds holding USFR

Bank of America
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
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Surevest's USFR Position: Q3 2022 in Review

Surevest held its WisdomTree Floating Rate Treasury Fund (USFR) position steady in Q3 2022 at 3,383 shares worth $170K. The position accounts for 0.05% of the portfolio, ranked #143.

Surevest first reported a position in USFR in Q2 2022 and has held it in 2 quarters since. 285 funds tracked by Wall St. Rank hold USFR as of Q3 2022.

  • Surevest held 3,383 shares of WisdomTree Floating Rate Treasury Fund worth $170K as of Q3 2022.
  • Surevest left its WisdomTree Floating Rate Treasury Fund share count unchanged in Q3 2022.
  • WisdomTree Floating Rate Treasury Fund made up 0.05% of Surevest's portfolio in Q3 2022, its #143 holding.
  • Surevest first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2022 and has held it in 2 quarters since.
  • 285 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.