Northwestern Mutual Wealth Management
USFR

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

Northwestern Mutual 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
-2,085
Closed -$52K – 3579
2021
Q4 		$52K Buy
2,085
+1,944
+1,379% +$48.5K ﹤0.01% 1974
2021
Q3 		$4K Buy
+141
New +$4K ﹤0.01% 2756
2021
Q2 		– Sell
-22
Closed -$1K – 3259
2021
Q1 		$1K Buy
+22
New +$1K ﹤0.01% 2733
2020
Q4 		– Sell
-310
Closed -$8K – 2988
2020
Q3 		$8K Buy
310
+97
+46% +$2.5K ﹤0.01% 2067
2020
Q2 		$5K Hold
213
– – ﹤0.01% 2091
2020
Q1 		$5K Sell
213
-27
-11% -$634 ﹤0.01% 2098
2019
Q4 		$6K Buy
+240
New +$6K ﹤0.01% 2053
2019
Q2 		– Sell
-3,097
Closed -$78K – 2861
2019
Q1 		$78K Buy
+3,097
New +$78K ﹤0.01% 1187

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

Northwestern Mutual Wealth Management's USFR Position: Q1 2022 in Review

Northwestern Mutual Wealth Management sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q1 2022, closing a stake of 2,085 shares — an estimated $52K sold.

Northwestern Mutual Wealth Management first reported a position in USFR in Q1 2019 and held it in 8 quarters. The position peaked at $78K in Q1 2019. 21 funds tracked by Wall St. Rank hold USFR as of Q1 2022.

  • Northwestern Mutual Wealth Management reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q1 2022 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 2,085 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q1 2022, an estimated $52K.
  • Northwestern Mutual Wealth Management first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q1 2019 and held it in 8 quarters.
  • Northwestern Mutual Wealth Management's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $78K in Q1 2019.
  • 21 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q1 2022.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.