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Wealth Advisory Solutions’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Wealth Advisory Solutions’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
2024
Q2 		– Sell
-85,087
Closed -$4.3M – 134
2024
Q1 		$4.3M Buy
+85,087
New +$4.28M 1.11% 27

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Wealth Advisory Solutions's USFR Position: Q2 2024 in Review

Wealth Advisory Solutions sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2024, closing a stake of 85,087 shares — an estimated $4.3M sold.

Wealth Advisory Solutions first reported a position in USFR in Q1 2024 and held it in 1 quarter. The position peaked at $4.3M in Q1 2024. 509 funds tracked by Wall St. Rank hold USFR as of Q2 2024.

  • Wealth Advisory Solutions reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q2 2024 after selling out during the quarter.
  • Wealth Advisory Solutions sold 85,087 WisdomTree Floating Rate Treasury Fund shares in Q2 2024, an estimated $4.3M.
  • Wealth Advisory Solutions first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2024 and held it in 1 quarter.
  • Wealth Advisory Solutions's WisdomTree Floating Rate Treasury Fund position peaked at $4.3M in Q1 2024.
  • 509 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2024.

Based on Wealth Advisory Solutions's 13F filing for Q2 2024, filed 26 Jul 2024.