CABOT WEALTH MANAGEMENT INC USFR Holdings History
CABOT WEALTH MANAGEMENT INC's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-03-31, CABOT WEALTH MANAGEMENT INC held 228,049.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $11.48 Mil. This investment constitutes 1.46% of their stock portfolio, and CABOT WEALTH MANAGEMENT INC now holds 0.06% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2022Q2. And since then CABOT WEALTH MANAGEMENT INC has made 5 purchases of USFR, at an average price of $50.13, for a total of 525,278.00 shares. In addition, there have been 7 sales at an average price of $50.29 for 297,229.00 shares. Based on historical transaction data and USFR's current price of $50.44, CABOT WEALTH MANAGEMENT INC's estimated gain on his USFR holdings is $115,268.56, reflecting a 0.44% gain to date.
CABOT WEALTH MANAGEMENT INC USFR ($50.44) Holding Chart
CABOT WEALTH MANAGEMENT INC USFR ($50.44) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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