IFAM
USFR

Institutional & Family Asset Management’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Institutional & Family Asset Management’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
-1,228
Closed -$31K – 865
2021
Q4 		$31K Buy
1,228
+898
+272% +$22.7K ﹤0.01% 321
2021
Q3 		$8K Hold
330
– – ﹤0.01% 599
2021
Q2 		$8K Buy
+330
New +$8K ﹤0.01% 644
2019
Q3 		– Sell
-1,483
Closed -$37K – 916
2019
Q2 		$37K Hold
1,483
– – 0.01% 349
2019
Q1 		$37K Buy
+1,483
New +$37K 0.01% 360

Other funds holding USFR

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

Institutional & Family Asset Management's USFR Position: Q1 2022 in Review

Institutional & Family Asset Management sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q1 2022, closing a stake of 1,228 shares — an estimated $31K sold.

Institutional & Family Asset Management first reported a position in USFR in Q1 2019 and held it in 5 quarters. The position peaked at $37K in Q2 2019. 21 funds tracked by Wall St. Rank hold USFR as of Q1 2022.

  • Institutional & Family Asset Management reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q1 2022 after selling out during the quarter.
  • Institutional & Family Asset Management sold 1,228 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q1 2022, an estimated $31K.
  • Institutional & Family Asset Management first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q1 2019 and held it in 5 quarters.
  • Institutional & Family Asset Management's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $37K in Q2 2019.
  • 21 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q1 2022.

Based on Institutional & Family Asset Management's 13F filing for Q1 2022, filed 11 May 2022.