Adamsbrown Wealth Consultants’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Adamsbrown Wealth Consultants’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
2022 Q2	–	Sell	-12,453	Closed	-$626K	–	98
2022 Q1	$626K	Sell	12,453 -17,999	-59%	-$905K	0.5%	37
2021 Q4	$764K	Buy	+30,452	New	+$764K	0.69%	31

Other funds holding USFR

AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

BEC

Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return

Adamsbrown Wealth Consultants's USFR Position: Q2 2022 in Review

Adamsbrown Wealth Consultants sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q2 2022, closing a stake of 12,453 shares — an estimated $626K sold.

Adamsbrown Wealth Consultants first reported a position in USFR in Q4 2021 and held it in 2 quarters. The position peaked at $764K in Q4 2021. 3 funds tracked by Wall St. Rank hold USFR as of Q2 2022.

Adamsbrown Wealth Consultants reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q2 2022 after selling out during the quarter.
Adamsbrown Wealth Consultants sold 12,453 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q2 2022, an estimated $626K.
Adamsbrown Wealth Consultants first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q4 2021 and held it in 2 quarters.
Adamsbrown Wealth Consultants's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $764K in Q4 2021.
3 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q2 2022.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2022, filed 27 Jul 2022.