CIBC Private Wealth Group
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CIBC Private Wealth Group’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

CIBC Private Wealth Group’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
2025
Q2 		– Sell
2025
Q1 		$18.6K Sell
2024
Q4 		$32.3K Sell
2024
Q3 		$667K Sell
2024
Q2 		$695K Sell
2024
Q1 		$1.15M Buy
2023
Q4 		$502K Buy