LFA
USFR

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

Legend Financial 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
Q2 		– Sell
-10,244
Closed -$257K – 51
2022
Q1 		$257K Hold
10,244
– – 0.16% 34
2021
Q4 		$257K Hold
10,244
– – 0.18% 36
2021
Q3 		$257K Buy
10,244
+119
+1% +$2.98K 0.16% 34
2021
Q2 		$254K Buy
+10,125
New +$254K 0.16% 34
2021
Q1 		– Sell
-12,195
Closed -$306K – 32
2020
Q4 		$306K Sell
12,195
-60,236
-83% -$1.51M 0.25% 24
2020
Q3 		$1.82M Sell
72,431
-822,054
-92% -$20.6M 1.44% 8
2020
Q2 		$22.5M Sell
894,485
-6,321
-0.7% -$159K 14.13% 2
2020
Q1 		$22.6M Buy
+900,806
New +$22.6M 20.31% 1

Other funds holding USFR

AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
BEC
Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return

Legend Financial Advisors's USFR Position: Q2 2022 in Review

Legend Financial Advisors sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q2 2022, closing a stake of 10,244 shares — an estimated $257K sold.

Legend Financial Advisors first reported a position in USFR in Q1 2020 and held it in 8 quarters. The position peaked at $22.6M in Q1 2020. 3 funds tracked by Wall St. Rank hold USFR as of Q2 2022.

  • Legend Financial Advisors reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q2 2022 after selling out during the quarter.
  • Legend Financial Advisors sold 10,244 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q2 2022, an estimated $257K.
  • Legend Financial Advisors first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q1 2020 and held it in 8 quarters.
  • Legend Financial Advisors's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $22.6M in Q1 2020.
  • 3 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q2 2022.

Based on Legend Financial Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.