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

Upper Left 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 Q2	–	Sell	-70,353	Closed	-$3.54M	–	57
2022 Q1	$3.54M	Sell	70,353 -70,484	-50%	-$3.54M	3.67%	12
2021 Q4	$3.54M	Buy	+140,837	New	+$3.54M	3.53%	14

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 $753M AUM 18.89% 1-Year Est. Return

Upper Left Wealth Management's USFR Position: Q2 2022 in Review

Upper Left Wealth Management sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q2 2022, closing a stake of 70,353 shares — an estimated $3.54M sold.

Upper Left Wealth Management first reported a position in USFR in Q4 2021 and held it in 2 quarters. The position peaked at $3.54M in Q1 2022. 3 funds tracked by Wall St. Rank hold USFR as of Q2 2022.

Upper Left Wealth Management reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q2 2022 after selling out during the quarter.
Upper Left Wealth Management sold 70,353 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q2 2022, an estimated $3.54M.
Upper Left Wealth Management first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q4 2021 and held it in 2 quarters.
Upper Left Wealth Management's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $3.54M in Q1 2022.
3 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q2 2022.

Based on Upper Left Wealth Management's 13F filing for Q2 2022, filed 8 Jul 2022.