CIBC Private Wealth Group
USFR icon

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
Q4 		$11.5K Buy
+228
New +$11.5K ﹤0.01% 2381
2025
Q2 		– Sell
-369
Closed -$18.6K – 3318
2025
Q1 		$18.6K Sell
369
-272
-42% -$13.7K ﹤0.01% 2019
2024
Q4 		$32.3K Sell
641
-12,631
-95% -$636K ﹤0.01% 1865
2024
Q3 		$667K Sell
13,272
-528
-4% -$26.6K ﹤0.01% 785
2024
Q2 		$695K Sell
13,800
-9,000
-39% -$454K ﹤0.01% 734
2024
Q1 		$1.15M Buy
22,800
+12,800
+128% +$644K ﹤0.01% 636
2023
Q4 		$502K Buy
+10,000
New +$504K ﹤0.01% 799

Other funds holding USFR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIBC Private Wealth Group's USFR Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in WisdomTree Floating Rate Treasury Fund (USFR) in Q4 2025: 228 shares worth $11.5K. The stake represents ﹤0.01% of the portfolio and ranks #2381 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in USFR as recently as Q1 2025.

CIBC Private Wealth Group first reported a position in USFR in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.15M in Q1 2024. 592 funds tracked by Wall St. Rank hold USFR as of Q4 2025.

  • CIBC Private Wealth Group held 228 shares of WisdomTree Floating Rate Treasury Fund worth $11.5K as of Q4 2025.
  • WisdomTree Floating Rate Treasury Fund was a new CIBC Private Wealth Group position in Q4 2025.
  • WisdomTree Floating Rate Treasury Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2381 holding.
  • CIBC Private Wealth Group first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2023 and has held it in 7 quarters since.
  • CIBC Private Wealth Group's WisdomTree Floating Rate Treasury Fund position peaked at $1.15M in Q1 2024.
  • 592 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.