CCG
USFR

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

Cypress Capital 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
-17,310
Closed -$435K – 347
2021
Q4 		$435K Sell
17,310
-25,390
-59% -$638K 0.05% 225
2021
Q3 		$1.07M Hold
42,700
– – 0.15% 129
2021
Q2 		$1.07M Buy
42,700
+1,190
+3% +$29.9K 0.15% 138
2021
Q1 		$1.04M Sell
41,510
-22,100
-35% -$555K 0.15% 136
2020
Q4 		$1.6M Sell
63,610
-18,680
-23% -$469K 0.24% 96
2020
Q3 		$2.07M Buy
82,290
+4,500
+6% +$113K 0.34% 74
2020
Q2 		$1.95M Sell
77,790
-21,910
-22% -$550K 0.36% 71
2020
Q1 		$2.5M Buy
99,700
+15,000
+18% +$377K 0.58% 51
2019
Q4 		$2.12M Buy
84,700
+38,400
+83% +$962K 0.38% 71
2019
Q3 		$1.16M Buy
+46,300
New +$1.16M 0.22% 105

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

Cypress Capital Group's USFR Position: Q1 2022 in Review

Cypress Capital Group sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q1 2022, closing a stake of 17,310 shares — an estimated $435K sold.

Cypress Capital Group first reported a position in USFR in Q3 2019 and held it in 10 quarters. The position peaked at $2.5M in Q1 2020. 21 funds tracked by Wall St. Rank hold USFR as of Q1 2022.

  • Cypress Capital Group reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q1 2022 after selling out during the quarter.
  • Cypress Capital Group sold 17,310 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q1 2022, an estimated $435K.
  • Cypress Capital Group first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q3 2019 and held it in 10 quarters.
  • Cypress Capital Group's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $2.5M in Q1 2020.
  • 21 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q1 2022.

Based on Cypress Capital Group's 13F filing for Q1 2022, filed 16 May 2022.