Polaris Wealth Advisory Group’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Polaris Wealth Advisory Group’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	-214,697	Closed	-$10.8M	–	182
2022 Q1	$10.8M	Buy	+214,697	New	+$10.8M	0.72%	43

Other funds holding USFR

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 $833M AUM 25.55% 1-Year Est. Return

Polaris Wealth Advisory Group's USFR Position: Q2 2022 in Review

Polaris Wealth Advisory Group sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q2 2022, closing a stake of 214,697 shares — an estimated $10.8M sold.

Polaris Wealth Advisory Group first reported a position in USFR in Q1 2022 and held it in 1 quarter. The position peaked at $10.8M in Q1 2022. 3 funds tracked by Wall St. Rank hold USFR as of Q2 2022.

Polaris Wealth Advisory Group reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q2 2022 after selling out during the quarter.
Polaris Wealth Advisory Group sold 214,697 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q2 2022, an estimated $10.8M.
Polaris Wealth Advisory Group first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q1 2022 and held it in 1 quarter.
Polaris Wealth Advisory Group's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $10.8M in Q1 2022.
3 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q2 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2022, filed 12 Jul 2022.