Leicht Financial Planning & Wealth Management’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Leicht Financial Planning & 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
2019 Q3	–	Sell	-25,840	Closed	-$648K	–	53
2019 Q2	$648K	Buy	+25,840	New	+$648K	0.63%	36

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 $103B AUM 28.65% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's USFR Position: Q3 2019 in Review

Leicht Financial Planning & Wealth Management sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q3 2019, closing a stake of 25,840 shares — an estimated $648K sold.

Leicht Financial Planning & Wealth Management first reported a position in USFR in Q2 2019 and held it in 1 quarter. The position peaked at $648K in Q2 2019. 124 funds tracked by Wall St. Rank hold USFR as of Q3 2019.

Leicht Financial Planning & Wealth Management reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q3 2019 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 25,840 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q3 2019, an estimated $648K.
Leicht Financial Planning & Wealth Management first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q2 2019 and held it in 1 quarter.
Leicht Financial Planning & Wealth Management's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $648K in Q2 2019.
124 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q3 2019.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q3 2019, filed 17 Oct 2019.