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

Norden 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
-3,517
Closed -$263K – 425
2023
Q4 		$263K Sell
3,517
-23,707
-87% -$1.19M 0.05% 223
2023
Q3 		$1.37M Buy
+27,224
New +$1.37M 0.45% 43

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

Norden Group's USFR Position: Q1 2024 in Review

Norden Group sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q1 2024, closing a stake of 3,517 shares — an estimated $263K sold.

Norden Group first reported a position in USFR in Q3 2023 and held it in 2 quarters. The position peaked at $1.37M in Q3 2023. 485 funds tracked by Wall St. Rank hold USFR as of Q1 2024.

  • Norden Group reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q1 2024 after selling out during the quarter.
  • Norden Group sold 3,517 WisdomTree Floating Rate Treasury Fund shares in Q1 2024, an estimated $263K.
  • Norden Group first reported a position in WisdomTree Floating Rate Treasury Fund in Q3 2023 and held it in 2 quarters.
  • Norden Group's WisdomTree Floating Rate Treasury Fund position peaked at $1.37M in Q3 2023.
  • 485 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2024.

Based on Norden Group's 13F filing for Q1 2024, filed 19 Apr 2024.