LWP
USFR

Lumature Wealth Partners’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Lumature Wealth Partners’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
-5,026
Closed -$126K – 439
2021
Q4 		$126K Hold
5,026
– – 0.05% 163
2021
Q3 		$126K Buy
+5,026
New +$126K 0.05% 164

Other funds holding USFR

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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

Lumature Wealth Partners's USFR Position: Q1 2022 in Review

Lumature Wealth Partners sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q1 2022, closing a stake of 5,026 shares — an estimated $126K sold.

Lumature Wealth Partners first reported a position in USFR in Q3 2021 and held it in 2 quarters. The position peaked at $126K in Q4 2021. 21 funds tracked by Wall St. Rank hold USFR as of Q1 2022.

  • Lumature Wealth Partners reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q1 2022 after selling out during the quarter.
  • Lumature Wealth Partners sold 5,026 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q1 2022, an estimated $126K.
  • Lumature Wealth Partners first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q3 2021 and held it in 2 quarters.
  • Lumature Wealth Partners's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $126K in Q4 2021.
  • 21 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q1 2022.

Based on Lumature Wealth Partners's 13F filing for Q1 2022, filed 13 May 2022.