First Foundation Advisors’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

First Foundation 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	-8,664	Closed	-$217K	–	469
2021 Q4	$217K	Hold	8,664	–	–	0.01%	404
2021 Q3	$217K	Hold	8,664	–	–	0.01%	408
2021 Q2	$218K	Hold	8,664	–	–	0.01%	416
2021 Q1	$217K	Sell	8,664 -313	-3%	-$7.84K	0.01%	382
2020 Q4	$225K	Hold	8,977	–	–	0.01%	370
2020 Q3	$225K	Sell	8,977 -3,186	-26%	-$79.9K	0.01%	339
2020 Q2	$306K	Buy	+12,163	New	+$306K	0.02%	277

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

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

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

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

First Foundation Advisors's USFR Position: Q1 2022 in Review

First Foundation Advisors sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q1 2022, closing a stake of 8,664 shares — an estimated $217K sold.

First Foundation Advisors first reported a position in USFR in Q2 2020 and held it in 7 quarters. The position peaked at $306K in Q2 2020. 21 funds tracked by Wall St. Rank hold USFR as of Q1 2022.

First Foundation Advisors reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q1 2022 after selling out during the quarter.
First Foundation Advisors sold 8,664 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q1 2022, an estimated $217K.
First Foundation Advisors first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q2 2020 and held it in 7 quarters.
First Foundation Advisors's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $306K in Q2 2020.
21 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q1 2022.

Based on First Foundation Advisors's 13F filing for Q1 2022, filed 5 May 2022.