Advisornet Financial’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.7K | Hold |
153
| – | – | ﹤0.01% | 1535 |
|
|
2025
Q1 | $7.7K | Sell |
153
-2,135
| -93% | -$107K | ﹤0.01% | 1473 |
|
|
2024
Q4 | $115K | Buy |
+2,288
| New | +$115K | 0.01% | 644 |
|
|
2024
Q1 | – | Sell |
-138
| Closed | -$6.93K | – | 2494 |
|
|
2023
Q4 | $6.93K | Hold |
138
| – | – | ﹤0.01% | 1416 |
|
|
2023
Q3 | $6.94K | Buy |
+138
| New | +$6.94K | ﹤0.01% | 1327 |
|
|
2023
Q2 | – | Sell |
-100
| Closed | -$5.03K | – | 2493 |
|
|
2023
Q1 | $5.03K | Buy |
+100
| New | +$5.03K | ﹤0.01% | 1478 |
|
|
2022
Q3 | – | Sell |
-199
| Closed | -$10K | – | 2032 |
|
|
2022
Q2 | $10K | Buy |
+199
| New | +$10K | ﹤0.01% | 1339 |
|