U.S. Capital Wealth Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

U.S. Capital Wealth Advisors’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
2023 Q1	–	Sell	-188	Closed	-$9.45K	–	1487
2022 Q4	$9.45K	Buy	+188	New	+$9.46K	﹤0.01%	1280

Other funds holding USFR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

STA

Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RBA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

U.S. Capital Wealth Advisors's USFR Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q1 2023, closing a stake of 188 shares — an estimated $9.45K sold.

U.S. Capital Wealth Advisors first reported a position in USFR in Q4 2022 and held it in 1 quarter. The position peaked at $9.45K in Q4 2022. 390 funds tracked by Wall St. Rank hold USFR as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 188 WisdomTree Floating Rate Treasury Fund shares in Q1 2023, an estimated $9.45K.
U.S. Capital Wealth Advisors first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's WisdomTree Floating Rate Treasury Fund position peaked at $9.45K in Q4 2022.
390 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.