Creative Planning
USFR

Creative Planning’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Creative Planning’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
-22,815
Closed -$572K – 2490
2021
Q4 		$572K Buy
+22,815
New +$572K ﹤0.01% 1233
2020
Q3 		– Sell
-8,633
Closed -$217K – 2327
2020
Q2 		$217K Buy
+8,633
New +$217K ﹤0.01% 1483

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 $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
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

Creative Planning's USFR Position: Q1 2022 in Review

Creative Planning sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q1 2022, closing a stake of 22,815 shares — an estimated $572K sold.

Creative Planning first reported a position in USFR in Q2 2020 and held it in 2 quarters. The position peaked at $572K in Q4 2021. 21 funds tracked by Wall St. Rank hold USFR as of Q1 2022.

  • Creative Planning reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q1 2022 after selling out during the quarter.
  • Creative Planning sold 22,815 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q1 2022, an estimated $572K.
  • Creative Planning first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q2 2020 and held it in 2 quarters.
  • Creative Planning's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $572K in Q4 2021.
  • 21 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q1 2022.

Based on Creative Planning's 13F filing for Q1 2022, filed 16 May 2022.