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Andrew C. Karlinski’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Andrew C. Karlinski’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
Q4 		– Sell
-779
Closed -$39K – 226
2022
Q3 		$39K Sell
779
-513
-40% -$25.8K 0.06% 94
2022
Q2 		$65K Buy
+1,292
New +$65K 0.1% 74

Other funds holding USFR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Andrew C. Karlinski's USFR Position: Q4 2022 in Review

Andrew C. Karlinski sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q4 2022, closing a stake of 779 shares — an estimated $39K sold.

Andrew C. Karlinski first reported a position in USFR in Q2 2022 and held it in 2 quarters. The position peaked at $65K in Q2 2022. 348 funds tracked by Wall St. Rank hold USFR as of Q4 2022.

  • Andrew C. Karlinski reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q4 2022 after selling out during the quarter.
  • Andrew C. Karlinski sold 779 WisdomTree Floating Rate Treasury Fund shares in Q4 2022, an estimated $39K.
  • Andrew C. Karlinski first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2022 and held it in 2 quarters.
  • Andrew C. Karlinski's WisdomTree Floating Rate Treasury Fund position peaked at $65K in Q2 2022.
  • 348 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q4 2022.

Based on Andrew C. Karlinski's 13F filing for Q4 2022.