WC
USFR

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

Waterloo Capital’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 		$2.33M Buy
+92,860
New +$2.33M 1.66% 12

Other funds holding USFR

Bank of America
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
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
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
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

Waterloo Capital's USFR Position: Q1 2020 in Review

Waterloo Capital opened a new position in WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q1 2020: 92,860 shares worth $2.33M. The stake represents 1.66% of the portfolio and ranks #12 among its holdings.

145 funds tracked by Wall St. Rank hold USFR as of Q1 2020.

  • Waterloo Capital held 92,860 shares of WisdomTree Bloomberg Floating Rate Treasury Fund worth $2.33M as of Q1 2020.
  • WisdomTree Bloomberg Floating Rate Treasury Fund was a new Waterloo Capital position in Q1 2020.
  • WisdomTree Bloomberg Floating Rate Treasury Fund made up 1.66% of Waterloo Capital's portfolio in Q1 2020, its #12 holding.
  • 145 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q1 2020.

Based on Waterloo Capital's 13F filing for Q1 2020, filed 1 Jun 2020.