Altus Wealth Group’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 | $375K | Sell |
7,459
-834
| -10% | -$42K | 0.17% | 95 |
|
|
2025
Q1 | $417K | Sell |
8,293
-183
| -2% | -$9.21K | 0.2% | 92 |
|
|
2024
Q4 | $427K | Sell |
8,476
-584
| -6% | -$29.4K | 0.19% | 101 |
|
|
2024
Q3 | $455K | Sell |
9,060
-3,198
| -26% | -$161K | 0.19% | 91 |
|
|
2024
Q2 | $617K | Buy |
12,258
+1,996
| +19% | +$100K | 0.31% | 71 |
|
|
2024
Q1 | $516K | Buy |
+10,262
| New | +$516K | 0.26% | 84 |
|