First Manhattan
USFR icon

First Manhattan’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

First Manhattan’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
2023
Q4 		– Sell
-755
Closed -$38K – 1574
2023
Q3 		$38K Buy
+755
New +$38K ﹤0.01% 925

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STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Manhattan's USFR Position: Q4 2023 in Review

First Manhattan sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q4 2023, closing a stake of 755 shares — an estimated $38K sold.

First Manhattan first reported a position in USFR in Q3 2023 and held it in 1 quarter. The position peaked at $38K in Q3 2023. 509 funds tracked by Wall St. Rank hold USFR as of Q4 2023.

  • First Manhattan reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q4 2023 after selling out during the quarter.
  • First Manhattan sold 755 WisdomTree Floating Rate Treasury Fund shares in Q4 2023, an estimated $38K.
  • First Manhattan first reported a position in WisdomTree Floating Rate Treasury Fund in Q3 2023 and held it in 1 quarter.
  • First Manhattan's WisdomTree Floating Rate Treasury Fund position peaked at $38K in Q3 2023.
  • 509 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q4 2023.

Based on First Manhattan's 13F filing for Q4 2023, filed 13 Feb 2024.