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Fielder Capital Group’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Fielder Capital 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
2024
Q1 		– Sell
-5,955
Closed -$299K – 178
2023
Q4 		$299K Buy
+5,955
New +$300K 0.18% 93

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Fielder Capital Group's USFR Position: Q1 2024 in Review

Fielder Capital Group sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q1 2024, closing a stake of 5,955 shares — an estimated $299K sold.

Fielder Capital Group first reported a position in USFR in Q4 2023 and held it in 1 quarter. The position peaked at $299K in Q4 2023. 486 funds tracked by Wall St. Rank hold USFR as of Q1 2024.

  • Fielder Capital Group reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q1 2024 after selling out during the quarter.
  • Fielder Capital Group sold 5,955 WisdomTree Floating Rate Treasury Fund shares in Q1 2024, an estimated $299K.
  • Fielder Capital Group first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2023 and held it in 1 quarter.
  • Fielder Capital Group's WisdomTree Floating Rate Treasury Fund position peaked at $299K in Q4 2023.
  • 486 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2024.

Based on Fielder Capital Group's 13F filing for Q1 2024, filed 25 Apr 2024.