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Gallagher Fiduciary Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Gallagher Fiduciary Advisors’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
-4,500
Closed -$226K – 203
2023
Q4 		$226K Buy
+4,500
New +$227K 0.01% 168

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LPL Financial
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Ameriprise
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UBS Group
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BW
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RBA
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Gallagher Fiduciary Advisors's USFR Position: Q1 2024 in Review

Gallagher Fiduciary Advisors sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q1 2024, closing a stake of 4,500 shares — an estimated $226K sold.

Gallagher Fiduciary Advisors first reported a position in USFR in Q4 2023 and held it in 1 quarter. The position peaked at $226K in Q4 2023. 485 funds tracked by Wall St. Rank hold USFR as of Q1 2024.

  • Gallagher Fiduciary Advisors reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q1 2024 after selling out during the quarter.
  • Gallagher Fiduciary Advisors sold 4,500 WisdomTree Floating Rate Treasury Fund shares in Q1 2024, an estimated $226K.
  • Gallagher Fiduciary Advisors first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2023 and held it in 1 quarter.
  • Gallagher Fiduciary Advisors's WisdomTree Floating Rate Treasury Fund position peaked at $226K in Q4 2023.
  • 485 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2024.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2024, filed 15 May 2024.