CFIM
USFR icon

Client First Investment Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Client First Investment 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
2024
Q1 		– Sell
-25,014
Closed -$1.26M – 31
2023
Q4 		$1.26M Buy
+25,014
New +$1.26M 1.22% 16

Other funds holding USFR

STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Client First Investment Management's USFR Position: Q1 2024 in Review

Client First Investment Management sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q1 2024, closing a stake of 25,014 shares — an estimated $1.26M sold.

Client First Investment Management first reported a position in USFR in Q4 2023 and held it in 1 quarter. The position peaked at $1.26M in Q4 2023. 485 funds tracked by Wall St. Rank hold USFR as of Q1 2024.

  • Client First Investment Management reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q1 2024 after selling out during the quarter.
  • Client First Investment Management sold 25,014 WisdomTree Floating Rate Treasury Fund shares in Q1 2024, an estimated $1.26M.
  • Client First Investment Management first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2023 and held it in 1 quarter.
  • Client First Investment Management's WisdomTree Floating Rate Treasury Fund position peaked at $1.26M in Q4 2023.
  • 485 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2024.

Based on Client First Investment Management's 13F filing for Q1 2024, filed 19 Apr 2024.