CWA
USFR

Clearview Wealth Advisors’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Clearview Wealth 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
-115,424
Closed -$2.9M – 725
2021
Q4 		$2.9M Sell
115,424
-27,556
-19% -$691K 1.77% 12
2021
Q3 		$3.59M Sell
142,980
-14,954
-9% -$375K 2.27% 9
2021
Q2 		$3.97M Sell
157,934
-9,718
-6% -$244K 2.45% 6
2021
Q1 		$4.21M Sell
167,652
-15,125
-8% -$380K 2.73% 6
2020
Q4 		$4.59M Buy
+182,777
New +$4.59M 3.08% 6

Other funds holding USFR

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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 $299M AUM 18.1% 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

Clearview Wealth Advisors's USFR Position: Q1 2022 in Review

Clearview Wealth Advisors sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q1 2022, closing a stake of 115,424 shares — an estimated $2.9M sold.

Clearview Wealth Advisors first reported a position in USFR in Q4 2020 and held it in 5 quarters. The position peaked at $4.59M in Q4 2020. 21 funds tracked by Wall St. Rank hold USFR as of Q1 2022.

  • Clearview Wealth Advisors reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q1 2022 after selling out during the quarter.
  • Clearview Wealth Advisors sold 115,424 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q1 2022, an estimated $2.9M.
  • Clearview Wealth Advisors first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q4 2020 and held it in 5 quarters.
  • Clearview Wealth Advisors's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $4.59M in Q4 2020.
  • 21 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q1 2022.

Based on Clearview Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.