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Abacus Wealth Partners’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Abacus Wealth Partners’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
2024
Q2 		– Sell
-11,302
Closed -$568K – 92
2024
Q1 		$568K Buy
+11,302
New +$569K 0.1% 45

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Abacus Wealth Partners's USFR Position: Q2 2024 in Review

Abacus Wealth Partners sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2024, closing a stake of 11,302 shares — an estimated $568K sold.

Abacus Wealth Partners first reported a position in USFR in Q1 2024 and held it in 1 quarter. The position peaked at $568K in Q1 2024. 509 funds tracked by Wall St. Rank hold USFR as of Q2 2024.

  • Abacus Wealth Partners reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q2 2024 after selling out during the quarter.
  • Abacus Wealth Partners sold 11,302 WisdomTree Floating Rate Treasury Fund shares in Q2 2024, an estimated $568K.
  • Abacus Wealth Partners first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2024 and held it in 1 quarter.
  • Abacus Wealth Partners's WisdomTree Floating Rate Treasury Fund position peaked at $568K in Q1 2024.
  • 509 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2024.

Based on Abacus Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.