IA
USFR

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

IFP 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
-23,875
Closed -$595K – 4697
2021
Q4 		$595K Buy
23,875
+224
+0.9% +$5.58K 0.01% 534
2021
Q3 		$592K Sell
23,651
-538
-2% -$13.5K 0.01% 538
2021
Q2 		$606K Sell
24,189
-5,125
-17% -$128K 0.01% 496
2021
Q1 		$733K Sell
29,314
-10,456
-26% -$261K 0.01% 420
2020
Q4 		$997K Buy
39,770
+7,535
+23% +$189K 0.04% 349
2020
Q3 		$809K Buy
32,235
+23,428
+266% +$588K 0.05% 332
2020
Q2 		$221K Buy
+8,807
New +$221K 0.02% 629
2019
Q1 		$25K Buy
1,005
+5
+0.5% +$124 ﹤0.01% 1260
2018
Q4 		$25K Buy
1,000
+5
+0.5% +$125 ﹤0.01% 2009
2018
Q3 		$25K Buy
+995
New +$25K ﹤0.01% 2351
2016
Q2 		– Sell
-1,005
Closed -$25K – 4350
2016
Q1 		$25K Buy
+1,005
New +$25K ﹤0.01% 1259

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

IFP Advisors's USFR Position: Q1 2022 in Review

IFP Advisors sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q1 2022, closing a stake of 23,875 shares — an estimated $595K sold.

IFP Advisors first reported a position in USFR in Q1 2016 and held it in 11 quarters. The position peaked at $997K in Q4 2020. 21 funds tracked by Wall St. Rank hold USFR as of Q1 2022.

  • IFP Advisors reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q1 2022 after selling out during the quarter.
  • IFP Advisors sold 23,875 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q1 2022, an estimated $595K.
  • IFP Advisors first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q1 2016 and held it in 11 quarters.
  • IFP Advisors's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $997K in Q4 2020.
  • 21 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q1 2022.

Based on IFP Advisors's 13F filing for Q1 2022, filed 8 Aug 2022.