CG
USFR

Cutler Group’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Cutler Group’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
-1,500
Closed -$37K – 6497
2021
Q4 		$37K Hold
1,500
– – ﹤0.01% 2639
2021
Q3 		$37K Buy
+1,500
New +$37K ﹤0.01% 2796

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

Cutler Group's USFR Position: Q1 2022 in Review

Cutler Group sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q1 2022, closing a stake of 1,500 shares — an estimated $37K sold.

Cutler Group first reported a position in USFR in Q3 2021 and held it in 2 quarters. The position peaked at $37K in Q4 2021. 21 funds tracked by Wall St. Rank hold USFR as of Q1 2022.

  • Cutler Group reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q1 2022 after selling out during the quarter.
  • Cutler Group sold 1,500 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q1 2022, an estimated $37K.
  • Cutler Group first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q3 2021 and held it in 2 quarters.
  • Cutler Group's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $37K in Q4 2021.
  • 21 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q1 2022.

Based on Cutler Group's 13F filing for Q1 2022, filed 14 Apr 2022.