Baker Tilly Wealth Management’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Baker Tilly Wealth Management’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	-20,872	Closed	-$1.05M	–	543
2022 Q1	$1.05M	Buy	+20,872	New	+$1.05M	0.12%	186

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 $833M AUM 25.55% 1-Year Est. Return

Baker Tilly Wealth Management's USFR Position: Q2 2022 in Review

Baker Tilly Wealth Management sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q2 2022, closing a stake of 20,872 shares — an estimated $1.05M sold.

Baker Tilly Wealth Management first reported a position in USFR in Q1 2022 and held it in 1 quarter. The position peaked at $1.05M in Q1 2022. 3 funds tracked by Wall St. Rank hold USFR as of Q2 2022.

Baker Tilly Wealth Management reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q2 2022 after selling out during the quarter.
Baker Tilly Wealth Management sold 20,872 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q2 2022, an estimated $1.05M.
Baker Tilly Wealth Management first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q1 2022 and held it in 1 quarter.
Baker Tilly Wealth Management's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $1.05M in Q1 2022.
3 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q2 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.