MML Investors Services
USFR

MML Investors Services’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

MML Investors Services’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
-76,908
Closed -$1.93M – 2173
2021
Q4 		$1.93M Buy
76,908
+37,002
+93% +$929K 0.01% 779
2021
Q3 		$1M Buy
39,906
+5,185
+15% +$130K 0.01% 1011
2021
Q2 		$872K Buy
34,721
+19,093
+122% +$480K 0.01% 1054
2021
Q1 		$392K Buy
15,628
+5,477
+54% +$137K ﹤0.01% 1379
2020
Q4 		$255K Buy
+10,151
New +$255K ﹤0.01% 1481

Other funds holding USFR

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

MML Investors Services's USFR Position: Q1 2022 in Review

MML Investors Services sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q1 2022, closing a stake of 76,908 shares — an estimated $1.93M sold.

MML Investors Services first reported a position in USFR in Q4 2020 and held it in 5 quarters. The position peaked at $1.93M in Q4 2021. 21 funds tracked by Wall St. Rank hold USFR as of Q1 2022.

  • MML Investors Services reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q1 2022 after selling out during the quarter.
  • MML Investors Services sold 76,908 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q1 2022, an estimated $1.93M.
  • MML Investors Services first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q4 2020 and held it in 5 quarters.
  • MML Investors Services's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $1.93M in Q4 2021.
  • 21 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q1 2022.

Based on MML Investors Services's 13F filing for Q1 2022, filed 13 May 2022.