Cambridge Investment Research Advisors’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Cambridge Investment Research 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	-60,120	Closed	-$1.51M	–	3383
2021 Q4	$1.51M	Buy	60,120 +5,953	+11%	+$149K	0.01%	1317
2021 Q3	$1.36M	Sell	54,167 -15,397	-22%	-$387K	0.01%	1313
2021 Q2	$1.75M	Sell	69,564 -64,115	-48%	-$1.61M	0.01%	1193
2021 Q1	$3.35M	Buy	133,679 +74,497	+126%	+$1.87M	0.02%	742
2020 Q4	$1.49M	Sell	59,182 -2,399	-4%	-$60.2K	0.01%	1083
2020 Q3	$1.55M	Sell	61,581 -47,434	-44%	-$1.19M	0.01%	938
2020 Q2	$2.74M	Buy	109,015 +16,321	+18%	+$410K	0.02%	645
2020 Q1	$2.33M	Buy	92,694 +33,831	+57%	+$850K	0.02%	608
2019 Q4	$1.48M	Sell	58,863 -1,160	-2%	-$29.1K	0.01%	942
2019 Q3	$1.5M	Buy	60,023 +6,112	+11%	+$153K	0.01%	866
2019 Q2	$1.35M	Buy	53,911 +8,469	+19%	+$212K	0.01%	892
2019 Q1	$1.14M	Buy	45,442 +13,559	+43%	+$340K	0.01%	972
2018 Q4	$800K	Sell	31,883 -121,861	-79%	-$3.06M	0.01%	1054
2018 Q3	$3.86M	Buy	153,744 +117,008	+319%	+$2.93M	0.04%	449
2018 Q2	$921K	Buy	+36,736	New	+$921K	0.01%	1029

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

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

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

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

Cambridge Investment Research Advisors's USFR Position: Q1 2022 in Review

Cambridge Investment Research Advisors sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q1 2022, closing a stake of 60,120 shares — an estimated $1.51M sold.

Cambridge Investment Research Advisors first reported a position in USFR in Q2 2018 and held it in 15 quarters. The position peaked at $3.86M in Q3 2018. 21 funds tracked by Wall St. Rank hold USFR as of Q1 2022.

Cambridge Investment Research Advisors reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q1 2022 after selling out during the quarter.
Cambridge Investment Research Advisors sold 60,120 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q1 2022, an estimated $1.51M.
Cambridge Investment Research Advisors first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q2 2018 and held it in 15 quarters.
Cambridge Investment Research Advisors's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $3.86M in Q3 2018.
21 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q1 2022.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2022, filed 12 May 2022.