WP
USFR

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

WealthShield 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
2019
Q2 		– Sell
-8
Closed – – 293
2019
Q1 		$0 Hold
8
– – ﹤0.01% 296
2018
Q4 		$0 Hold
8
– – ﹤0.01% 295
2018
Q3 		$0 Hold
8
– – ﹤0.01% 283
2018
Q2 		$0 Buy
+8
New – ﹤0.01% 265

Other funds holding USFR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthShield Partners's USFR Position: Q2 2019 in Review

WealthShield Partners sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q2 2019, closing a stake of 8 shares.

WealthShield Partners first reported a position in USFR in Q2 2018 and held it in 4 quarters. The position peaked at $0 in Q1 2019. 125 funds tracked by Wall St. Rank hold USFR as of Q2 2019.

  • WealthShield Partners reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q2 2019 after selling out during the quarter.
  • WealthShield Partners sold 8 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q2 2019.
  • WealthShield Partners first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q2 2018 and held it in 4 quarters.
  • WealthShield Partners's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $0 in Q1 2019.
  • 125 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q2 2019.

Based on WealthShield Partners's 13F filing for Q2 2019, filed 12 Aug 2019.