TI
USFR

Truepoint Inc’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Truepoint Inc’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
2021
Q1 		– Sell
-7,803
Closed -$392K – 119
2020
Q4 		$392K Buy
+7,803
New +$392K 0.03% 75

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UBS Group
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Bank of New York Mellon
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LPL Financial
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APW
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TM
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AWM
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Truepoint Inc's USFR Position: Q1 2021 in Review

Truepoint Inc sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q1 2021, closing a stake of 7,803 shares — an estimated $392K sold.

Truepoint Inc first reported a position in USFR in Q4 2020 and held it in 1 quarter. The position peaked at $392K in Q4 2020. 135 funds tracked by Wall St. Rank hold USFR as of Q1 2021.

  • Truepoint Inc reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q1 2021 after selling out during the quarter.
  • Truepoint Inc sold 7,803 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q1 2021, an estimated $392K.
  • Truepoint Inc first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q4 2020 and held it in 1 quarter.
  • Truepoint Inc's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $392K in Q4 2020.
  • 135 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q1 2021.

Based on Truepoint Inc's 13F filing for Q1 2021, filed 30 Apr 2021.