WPWM
USFR

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

Western Pacific 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
-100
Closed -$2K – 245
2021
Q4 		$2K Buy
+100
New +$2K ﹤0.01% 215

Other funds holding USFR

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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

Western Pacific Wealth Management's USFR Position: Q1 2022 in Review

Western Pacific Wealth Management sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q1 2022, closing a stake of 100 shares — an estimated $2K sold.

Western Pacific Wealth Management first reported a position in USFR in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 21 funds tracked by Wall St. Rank hold USFR as of Q1 2022.

  • Western Pacific Wealth Management reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q1 2022 after selling out during the quarter.
  • Western Pacific Wealth Management sold 100 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q1 2022, an estimated $2K.
  • Western Pacific Wealth Management first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q4 2021 and held it in 1 quarter.
  • Western Pacific Wealth Management's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $2K in Q4 2021.
  • 21 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q1 2022.

Based on Western Pacific Wealth Management's 13F filing for Q1 2022, filed 21 Apr 2022.