Cardinal Point Capital Management ULC USFR Holdings History
Cardinal Point Capital Management ULC's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-03-31, Cardinal Point Capital Management ULC held 1.41 Mil shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $71.18 Mil. This investment constitutes 6.54% of their stock portfolio, and Cardinal Point Capital Management ULC now holds 0.38% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2022Q4. And since then Cardinal Point Capital Management ULC has made 6 purchases of USFR, at an average price of $49.56, for a total of 1.85 Mil shares. In addition, there have been 3 sales at an average price of $50.36 for 439,931.00 shares. Based on historical transaction data and USFR's current price of $50.47, Cardinal Point Capital Management ULC's estimated gain on his USFR holdings is $1.63 Mil, reflecting a 1.78% gain to date.
Cardinal Point Capital Management ULC USFR ($50.47) Holding Chart
Cardinal Point Capital Management ULC USFR ($50.47) 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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