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Creative Capital Management Investments’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Creative Capital Management Investments’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
-36
Closed -$1.81K – 266
2024
Q1 		$1.81K Buy
+36
New +$1.81K ﹤0.01% 191

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STA
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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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Creative Capital Management Investments's USFR Position: Q2 2024 in Review

Creative Capital Management Investments sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2024, closing a stake of 36 shares — an estimated $1.81K sold.

Creative Capital Management Investments first reported a position in USFR in Q1 2024 and held it in 1 quarter. The position peaked at $1.81K in Q1 2024. 509 funds tracked by Wall St. Rank hold USFR as of Q2 2024.

  • Creative Capital Management Investments reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q2 2024 after selling out during the quarter.
  • Creative Capital Management Investments sold 36 WisdomTree Floating Rate Treasury Fund shares in Q2 2024, an estimated $1.81K.
  • Creative Capital Management Investments first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2024 and held it in 1 quarter.
  • Creative Capital Management Investments's WisdomTree Floating Rate Treasury Fund position peaked at $1.81K in Q1 2024.
  • 509 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2024.

Based on Creative Capital Management Investments's 13F filing for Q2 2024, filed 25 Jul 2024.