Buckingham Strategic Wealth’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Buckingham Strategic Wealth’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
2019 Q3	–	Sell	-13,400	Closed	-$336K	–	461
2019 Q2	$336K	Hold	13,400	–	–	0.04%	311
2019 Q1	$336K	Hold	13,400	–	–	0.04%	293
2018 Q4	$336K	Hold	13,400	–	–	0.05%	251
2018 Q3	$336K	Hold	13,400	–	–	0.05%	250
2018 Q2	$336K	Hold	13,400	–	–	0.05%	249
2018 Q1	$336K	Hold	13,400	–	–	0.07%	220
2017 Q4	$335K	Hold	13,400	–	–	0.07%	221
2017 Q3	$335K	Hold	13,400	–	–	0.08%	211
2017 Q2	$335K	Hold	13,400	–	–	0.08%	204
2017 Q1	$334K	Buy	+13,400	New	+$334K	0.1%	182

Other funds holding USFR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCM

CWH Capital Management Spokane, Washington $238M AUM 14.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Buckingham Strategic Wealth's USFR Position: Q3 2019 in Review

Buckingham Strategic Wealth sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q3 2019, closing a stake of 13,400 shares — an estimated $336K sold.

Buckingham Strategic Wealth first reported a position in USFR in Q1 2017 and held it in 10 quarters. The position peaked at $336K in Q2 2019. 124 funds tracked by Wall St. Rank hold USFR as of Q3 2019.

Buckingham Strategic Wealth reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q3 2019 after selling out during the quarter.
Buckingham Strategic Wealth sold 13,400 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q3 2019, an estimated $336K.
Buckingham Strategic Wealth first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q1 2017 and held it in 10 quarters.
Buckingham Strategic Wealth's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $336K in Q2 2019.
124 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q3 2019.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2019, filed 12 Nov 2019.