Cypress Capital Management (Wyoming)’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Cypress Capital Management (Wyoming)’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
2021 Q3	–	Sell	-315	Closed	-$8K	–	334
2021 Q2	$8K	Hold	315	–	–	0.01%	242
2021 Q1	$8K	Hold	315	–	–	0.01%	226
2020 Q4	$8K	Sell	315 -53,500	-99%	-$1.36M	0.01%	194
2020 Q3	$1.35M	Hold	53,815	–	–	1.22%	29
2020 Q2	$1.35M	Buy	53,815 +315	+0.6%	+$7.91K	1.35%	23
2020 Q1	$1.34M	Buy	+53,500	New	+$1.34M	1.89%	19
2019 Q4	–	Sell	-483	Closed	-$12K	–	217
2019 Q3	$12K	Buy	+483	New	+$12K	0.01%	141

Other funds holding USFR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NPI

New Perspectives Inc Ridgeland, Mississippi $326M AUM 18.81% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Cypress Capital Management (Wyoming)'s USFR Position: Q3 2021 in Review

Cypress Capital Management (Wyoming) sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q3 2021, closing a stake of 315 shares — an estimated $8K sold.

Cypress Capital Management (Wyoming) first reported a position in USFR in Q3 2019 and held it in 7 quarters. The position peaked at $1.35M in Q3 2020. 130 funds tracked by Wall St. Rank hold USFR as of Q3 2021.

Cypress Capital Management (Wyoming) reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q3 2021 after selling out during the quarter.
Cypress Capital Management (Wyoming) sold 315 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q3 2021, an estimated $8K.
Cypress Capital Management (Wyoming) first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q3 2019 and held it in 7 quarters.
Cypress Capital Management (Wyoming)'s WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $1.35M in Q3 2020.
130 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q3 2021.

Based on Cypress Capital Management (Wyoming)'s 13F filing for Q3 2021, filed 4 Nov 2021.