LWP
USFR

Laurel Wealth Planning’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Laurel Wealth Planning’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
-2,536
Closed -$64K – 284
2021
Q4 		$64K Sell
2,536
-12,920
-84% -$326K 0.05% 86
2021
Q3 		$388K Buy
15,456
+13,280
+610% +$333K 0.31% 49
2021
Q2 		$55K Buy
2,176
+637
+41% +$16.1K 0.05% 67
2021
Q1 		$39K Hold
1,539
– – 0.04% 70
2020
Q4 		$39K Buy
+1,539
New +$39K 0.04% 63

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

Laurel Wealth Planning's USFR Position: Q1 2022 in Review

Laurel Wealth Planning sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q1 2022, closing a stake of 2,536 shares — an estimated $64K sold.

Laurel Wealth Planning first reported a position in USFR in Q4 2020 and held it in 5 quarters. The position peaked at $388K in Q3 2021. 21 funds tracked by Wall St. Rank hold USFR as of Q1 2022.

  • Laurel Wealth Planning reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q1 2022 after selling out during the quarter.
  • Laurel Wealth Planning sold 2,536 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q1 2022, an estimated $64K.
  • Laurel Wealth Planning first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q4 2020 and held it in 5 quarters.
  • Laurel Wealth Planning's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $388K in Q3 2021.
  • 21 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q1 2022.

Based on Laurel Wealth Planning's 13F filing for Q1 2022, filed 28 Apr 2022.