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WR Wealth Planners’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

WR Wealth Planners’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
2023
Q3 		– Sell
-20
Closed -$1.01K – 949
2023
Q2 		$1.01K Buy
+20
New +$1.01K ﹤0.01% 827

Other funds holding USFR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WR Wealth Planners's USFR Position: Q3 2023 in Review

WR Wealth Planners sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q3 2023, closing a stake of 20 shares — an estimated $1.01K sold.

WR Wealth Planners first reported a position in USFR in Q2 2023 and held it in 1 quarter. The position peaked at $1.01K in Q2 2023. 475 funds tracked by Wall St. Rank hold USFR as of Q3 2023.

  • WR Wealth Planners reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q3 2023 after selling out during the quarter.
  • WR Wealth Planners sold 20 WisdomTree Floating Rate Treasury Fund shares in Q3 2023, an estimated $1.01K.
  • WR Wealth Planners first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2023 and held it in 1 quarter.
  • WR Wealth Planners's WisdomTree Floating Rate Treasury Fund position peaked at $1.01K in Q2 2023.
  • 475 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2023.

Based on WR Wealth Planners's 13F filing for Q3 2023, filed 1 Aug 2024.