Verus Capital Partners’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Verus Capital Partners’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
2020 Q1	$38K	Buy	1,500 +993	+196%	+$25.2K	0.01%	586
2019 Q4	$13K	Buy	+507	New	+$13K	﹤0.01%	1049

Other funds holding USFR

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Verus Capital Partners's USFR Position: Q1 2020 in Review

Verus Capital Partners increased its WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) stake by 196% in Q1 2020, buying an estimated $25.2K and bringing the position to 1,500 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #586.

Verus Capital Partners first reported a position in USFR in Q4 2019 and has held it in 2 quarters since. 145 funds tracked by Wall St. Rank hold USFR as of Q1 2020.

Verus Capital Partners held 1,500 shares of WisdomTree Bloomberg Floating Rate Treasury Fund worth $38K as of Q1 2020.
Verus Capital Partners bought 993 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q1 2020, an estimated $25.2K.
WisdomTree Bloomberg Floating Rate Treasury Fund made up 0.01% of Verus Capital Partners's portfolio in Q1 2020, its #586 holding.
Verus Capital Partners first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q4 2019 and has held it in 2 quarters since.
145 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.