Cardinal Point Capital Management, Ulc Wisdomtree Floating Rate Treas Transaction History

Cardinal Point Capital Management, Ulc

  • $600 Billion
  • Q3 2024

A detailed history of Cardinal Point Capital Management, Ulc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Cardinal Point Capital Management, Ulc holds 1,362,749 shares of USFR stock, worth $68.6 Million. This represents 11.41% of its overall portfolio holdings.

Number of Shares
1,362,749
Previous 1,420,580 4.07%
Holding current value
$68.6 Million
Previous $71.5 Billion 4.24%
% of portfolio
11.41%
Previous 12.43%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
SELL
$50.2 - $50.48 $2.9 Million - $2.92 Million
-57,831 Reduced 4.07%
1,362,749 $68.4 Billion
Q2 2024

Jul 12, 2024
BUY
$50.28 - $50.52 $70,995 - $71,334
1,412 Added 0.1%
1,420,580 $71.5 Billion
Q1 2024

Apr 24, 2024
SELL
$50.23 - $50.46 $2.37 Million - $2.38 Million
-47,112 Reduced 3.21%
1,419,168 $71.4 Billion
Q4 2023

Jan 12, 2024
SELL
$50.21 - $50.49 $16.8 Million - $16.9 Million
-334,988 Reduced 18.6%
1,466,280 $73.7 Billion
Q3 2023

Oct 19, 2023
BUY
$50.28 - $50.51 $27.8 Million - $27.9 Million
552,289 Added 44.22%
1,801,268 $90.6 Billion
Q2 2023

Aug 09, 2023
BUY
$50.23 - $50.5 $7.92 Million - $7.96 Million
157,586 Added 14.44%
1,248,979 $62.8 Billion
Q1 2023

Jun 21, 2023
BUY
$50.21 - $50.41 $3.59 Million - $3.6 Million
71,485 Added 7.01%
1,091,393 $54.9 Billion
Q4 2022

Jun 21, 2023
BUY
$50.2 - $50.39 $51.2 Million - $51.4 Million
1,019,908 New
1,019,908 $51.3 Billion

Others Institutions Holding USFR

# of Institutions
522
Shares Held
223M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE FLOATING RATE TREAS

USFR Quotes by TradingView
  • Ticker USFR
  • Sector ETFs
  • Industry ETFs
More about USFR
Track This Portfolio

Track Cardinal Point Capital Management, Ulc Portfolio

Follow Cardinal Point Capital Management, Ulc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cardinal Point Capital Management, Ulc, based on Form 13F filings with the SEC.

News

Stay updated on Cardinal Point Capital Management, Ulc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email