Principal Financial Group
USFR icon

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

Principal Financial 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
2023
Q4 		– Sell
-172,443
Closed -$8.68M – 2459
2023
Q3 		$8.68M Buy
+172,443
New +$8.69M 0.01% 1307

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UBS Group
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BW
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RBA
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Principal Financial Group's USFR Position: Q4 2023 in Review

Principal Financial Group sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q4 2023, closing a stake of 172,443 shares — an estimated $8.68M sold.

Principal Financial Group first reported a position in USFR in Q3 2023 and held it in 1 quarter. The position peaked at $8.68M in Q3 2023. 509 funds tracked by Wall St. Rank hold USFR as of Q4 2023.

  • Principal Financial Group reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q4 2023 after selling out during the quarter.
  • Principal Financial Group sold 172,443 WisdomTree Floating Rate Treasury Fund shares in Q4 2023, an estimated $8.68M.
  • Principal Financial Group first reported a position in WisdomTree Floating Rate Treasury Fund in Q3 2023 and held it in 1 quarter.
  • Principal Financial Group's WisdomTree Floating Rate Treasury Fund position peaked at $8.68M in Q3 2023.
  • 509 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q4 2023.

Based on Principal Financial Group's 13F filing for Q4 2023, filed 7 Feb 2024.