CFCI
Comprehensive Financial Consultants Institutional’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $958K | Buy |
19,043
+57
| +0.3% | +$2.87K | 0.31% | 98 |
|
|
2025
Q1 | $956K | Buy |
18,986
+379
| +2% | +$19.1K | 0.34% | 93 |
|
|
2024
Q4 | $936K | Buy |
18,607
+1,267
| +7% | +$63.8K | 0.34% | 95 |
|
|
2024
Q3 | $871K | Buy |
17,340
+2,694
| +18% | +$135K | 0.32% | 97 |
|
|
2024
Q2 | $737K | Buy |
14,646
+3,081
| +27% | +$155K | 0.29% | 100 |
|
|
2024
Q1 | $582K | Buy |
11,565
+1,937
| +20% | +$97.4K | 0.24% | 112 |
|
|
2023
Q4 | $484K | Sell |
9,628
-2,064
| -18% | -$104K | 0.22% | 111 |
|
|
2023
Q3 | $588K | Sell |
11,692
-1,155
| -9% | -$58.1K | 0.31% | 104 |
|
|
2023
Q2 | $648K | Buy |
+12,847
| New | +$648K | 0.34% | 97 |
|