Landaas & Company’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Landaas & Company’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
2020 Q1	–	Sell	-14,788	Closed	-$371K	–	65
2019 Q4	$371K	Sell	14,788 -13,386	-48%	-$336K	0.26%	39
2019 Q3	$706K	Sell	28,174 -37,454	-57%	-$939K	0.52%	23
2019 Q2	$1.65M	Sell	65,628 -45,864	-41%	-$1.15M	1.17%	9
2019 Q1	$2.8M	Sell	111,492 -1,799	-2%	-$45.1K	2.02%	5
2018 Q4	$2.82M	Buy	113,291 +17,361	+18%	+$432K	2.33%	5
2018 Q3	$2.41M	Buy	+95,930	New	+$2.41M	1.87%	5

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

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

SEIA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Landaas & Company's USFR Position: Q1 2020 in Review

Landaas & Company sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q1 2020, closing a stake of 14,788 shares — an estimated $371K sold.

Landaas & Company first reported a position in USFR in Q3 2018 and held it in 6 quarters. The position peaked at $2.82M in Q4 2018. 145 funds tracked by Wall St. Rank hold USFR as of Q1 2020.

Landaas & Company reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q1 2020 after selling out during the quarter.
Landaas & Company sold 14,788 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q1 2020, an estimated $371K.
Landaas & Company first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q3 2018 and held it in 6 quarters.
Landaas & Company's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $2.82M in Q4 2018.
145 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q1 2020.

Based on Landaas & Company's 13F filing for Q1 2020, filed 5 May 2020.