AC
USFR

Apella Capital’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Apella Capital’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
-14,663
Closed -$737K – 235
2022
Q1 		$737K Buy
+14,663
New +$737K 0.1% 105

Other funds holding USFR

AA
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

Apella Capital's USFR Position: Q2 2022 in Review

Apella Capital sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q2 2022, closing a stake of 14,663 shares — an estimated $737K sold.

Apella Capital first reported a position in USFR in Q1 2022 and held it in 1 quarter. The position peaked at $737K in Q1 2022. 3 funds tracked by Wall St. Rank hold USFR as of Q2 2022.

  • Apella Capital reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q2 2022 after selling out during the quarter.
  • Apella Capital sold 14,663 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q2 2022, an estimated $737K.
  • Apella Capital first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q1 2022 and held it in 1 quarter.
  • Apella Capital's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $737K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q2 2022.

Based on Apella Capital's 13F filing for Q2 2022, filed 8 Jul 2022.