WIM
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Westside Investment Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Westside Investment Management’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
Q4 		– Sell
-469
Closed -$23.6K – 1019
2024
Q3 		$23.6K Sell
469
-6,037
-93% -$304K 0.01% 542
2024
Q2 		$327K Hold
6,506
– – 0.07% 177
2024
Q1 		$327K Sell
6,506
-6,900
-51% -$347K 0.08% 176
2023
Q4 		$674K Buy
13,406
+406
+3% +$20.4K 0.17% 125
2023
Q3 		$654K Buy
+13,000
New +$655K 0.19% 118

Other funds holding USFR

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
SWA
Serenus Wealth Advisors Santa Monica, California $501M AUM 10.41% 1-Year Est. Return