Clarus Wealth Advisors’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Clarus Wealth Advisors’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	-5,000	Closed	-$125K	–	624
2019 Q2	$125K	Sell	5,000 -300	-6%	-$7.5K	0.09%	166
2019 Q1	$133K	Buy	5,300 +50	+1%	+$1.25K	0.1%	156
2018 Q4	$132K	Hold	5,250	–	–	0.21%	130
2018 Q3	$132K	Buy	+5,250	New	+$132K	0.09%	180

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

Clarus Wealth Advisors's USFR Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q3 2019, closing a stake of 5,000 shares — an estimated $125K sold.

Clarus Wealth Advisors first reported a position in USFR in Q3 2018 and held it in 4 quarters. The position peaked at $133K in Q1 2019. 124 funds tracked by Wall St. Rank hold USFR as of Q3 2019.

Clarus Wealth Advisors reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 5,000 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q3 2019, an estimated $125K.
Clarus Wealth Advisors first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q3 2018 and held it in 4 quarters.
Clarus Wealth Advisors's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $133K in Q1 2019.
124 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.