APA
USFR

American Portfolios Advisors’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

American Portfolios Advisors’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
Q1 		– Sell
-245,147
Closed -$6.15M – 3712
2021
Q4 		$6.15M Buy
245,147
+244,033
+21,906% +$6.12M 0.21% 89
2021
Q3 		$28K Sell
1,114
-182,475
-99% -$4.58M ﹤0.01% 2109
2021
Q2 		$4.61M Buy
183,589
+182,620
+18,846% +$4.59M 0.18% 108
2021
Q1 		$24.3K Buy
969
+775
+399% +$19.5K ﹤0.01% 1961
2020
Q4 		$4.87K Sell
194
-804
-81% -$20.2K ﹤0.01% 2428
2020
Q3 		$25.1K Buy
998
+219
+28% +$5.5K ﹤0.01% 1597
2020
Q2 		$19.6K Hold
779
– – ﹤0.01% 1648
2020
Q1 		$19.6K Hold
779
– – ﹤0.01% 1536
2019
Q4 		$19.5K Hold
779
– – ﹤0.01% 1733
2019
Q3 		$19.5K Hold
779
– – ﹤0.01% 1672
2019
Q2 		$19.5K Buy
+779
New +$19.5K ﹤0.01% 1667

Other funds holding USFR

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return
TM
Titan Managers Scottsdale, Arizona $63.6M AUM 0.03% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return
CHJWM
Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas $310M AUM 23.79% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $471M AUM 23.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return

American Portfolios Advisors's USFR Position: Q1 2022 in Review

American Portfolios Advisors sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q1 2022, closing a stake of 245,147 shares — an estimated $6.15M sold.

American Portfolios Advisors first reported a position in USFR in Q2 2019 and held it in 11 quarters. The position peaked at $6.15M in Q4 2021. 21 funds tracked by Wall St. Rank hold USFR as of Q1 2022.

  • American Portfolios Advisors reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q1 2022 after selling out during the quarter.
  • American Portfolios Advisors sold 245,147 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q1 2022, an estimated $6.15M.
  • American Portfolios Advisors first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q2 2019 and held it in 11 quarters.
  • American Portfolios Advisors's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $6.15M in Q4 2021.
  • 21 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q1 2022.

Based on American Portfolios Advisors's 13F filing for Q1 2022, filed 21 Mar 2023.