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Karp Capital Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Karp Capital 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
Q4 		– Sell
-15,095
Closed -$759K – 103
2022
Q3 		$759K Buy
+15,095
New +$759K 0.16% 81

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Karp Capital Management's USFR Position: Q4 2022 in Review

Karp Capital Management sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q4 2022, closing a stake of 15,095 shares — an estimated $759K sold.

Karp Capital Management first reported a position in USFR in Q3 2022 and held it in 1 quarter. The position peaked at $759K in Q3 2022. 348 funds tracked by Wall St. Rank hold USFR as of Q4 2022.

  • Karp Capital Management reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q4 2022 after selling out during the quarter.
  • Karp Capital Management sold 15,095 WisdomTree Floating Rate Treasury Fund shares in Q4 2022, an estimated $759K.
  • Karp Capital Management first reported a position in WisdomTree Floating Rate Treasury Fund in Q3 2022 and held it in 1 quarter.
  • Karp Capital Management's WisdomTree Floating Rate Treasury Fund position peaked at $759K in Q3 2022.
  • 348 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.