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

Spire 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	-13,715	Closed	-$344K	–	3026
2021 Q4	$344K	Buy	13,715 +8,184	+148%	+$205K	0.01%	853
2021 Q3	$139K	Hold	5,531	–	–	﹤0.01%	1066
2021 Q2	$139K	Sell	5,531 -1	-0%	-$25	﹤0.01%	1074
2021 Q1	$139K	Buy	+5,532	New	+$139K	﹤0.01%	1237

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

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

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

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

Spire Wealth Management's USFR Position: Q1 2022 in Review

Spire Wealth Management sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q1 2022, closing a stake of 13,715 shares — an estimated $344K sold.

Spire Wealth Management first reported a position in USFR in Q1 2021 and held it in 4 quarters. The position peaked at $344K in Q4 2021. 21 funds tracked by Wall St. Rank hold USFR as of Q1 2022.

Spire Wealth Management reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q1 2022 after selling out during the quarter.
Spire Wealth Management sold 13,715 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q1 2022, an estimated $344K.
Spire Wealth Management first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q1 2021 and held it in 4 quarters.
Spire Wealth Management's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $344K in Q4 2021.
21 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.