RWA
USFR

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

Redhawk 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
-1,200
Closed -$30K – 513
2019
Q2 		$30K Buy
+1,200
New +$30K 0.01% 295

Other funds holding USFR

Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Redhawk Wealth Advisors sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q3 2019, closing a stake of 1,200 shares — an estimated $30K sold.

Redhawk Wealth Advisors first reported a position in USFR in Q2 2019 and held it in 1 quarter. The position peaked at $30K in Q2 2019. 124 funds tracked by Wall St. Rank hold USFR as of Q3 2019.

  • Redhawk Wealth Advisors reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q3 2019 after selling out during the quarter.
  • Redhawk Wealth Advisors sold 1,200 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q3 2019, an estimated $30K.
  • Redhawk Wealth Advisors first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q2 2019 and held it in 1 quarter.
  • Redhawk Wealth Advisors's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $30K in Q2 2019.
  • 124 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q3 2019.

Based on Redhawk Wealth Advisors's 13F filing for Q3 2019, filed 4 Oct 2019.