Allworth Financial’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.87M | Sell |
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|
2025
Q1 | $3.89M | Sell |
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|
2024
Q4 | $4.07M | Buy |
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|
2024
Q3 | $2.88M | Sell |
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|
2024
Q2 | $3.36M | Sell |
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|
2024
Q1 | $3.97M | Sell |
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|
2023
Q4 | $4.69M | Sell |
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|
2023
Q3 | $5.43M | Sell |
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|
2023
Q2 | $9.08M | Sell |
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|
2023
Q1 | $15.3M | Sell |
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|
2022
Q4 | $15.7M | Sell |
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|
2022
Q3 | $16.1M | Buy |
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|
2022
Q2 | $13M | Buy |
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|
2022
Q1 | $32K | Buy |
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