Kingsview Wealth Management’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Kingsview Wealth 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	-60,067	Closed	-$1.51M	–	1045
2021 Q4	$1.51M	Hold	60,067	–	–	0.06%	293
2021 Q3	$1.51M	Hold	60,067	–	–	0.07%	278
2021 Q2	$1.51M	Sell	60,067 -12,000	-17%	-$301K	0.07%	283
2021 Q1	$1.81M	Hold	72,067	–	–	0.1%	209
2020 Q4	$1.81M	Hold	72,067	–	–	0.13%	173
2020 Q3	$1.81M	Buy	+72,067	New	+$1.81M	0.16%	146

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

Kingsview Wealth Management's USFR Position: Q1 2022 in Review

Kingsview Wealth Management sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q1 2022, closing a stake of 60,067 shares — an estimated $1.51M sold.

Kingsview Wealth Management first reported a position in USFR in Q3 2020 and held it in 6 quarters. The position peaked at $1.81M in Q1 2021. 21 funds tracked by Wall St. Rank hold USFR as of Q1 2022.

Kingsview Wealth Management reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q1 2022 after selling out during the quarter.
Kingsview Wealth Management sold 60,067 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q1 2022, an estimated $1.51M.
Kingsview Wealth Management first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q3 2020 and held it in 6 quarters.
Kingsview Wealth Management's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $1.81M in Q1 2021.
21 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q1 2022.

Based on Kingsview Wealth Management's 13F filing for Q1 2022, filed 8 Feb 2024.