Apella Capital’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
Q3 | $300K | Sell |
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|
2025
Q2 | $305K | Hold |
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|
2025
Q1 | $305K | Sell |
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|
2024
Q4 | $308K | Sell |
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|
2024
Q3 | $597K | Sell |
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|
2024
Q2 | $1.38M | Hold |
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|
2024
Q1 | $1.38M | Sell |
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|
2023
Q4 | $1.43M | Sell |
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|
2023
Q3 | $1.76M | Hold |
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|
2023
Q2 | $1.76M | Buy |
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|
2022
Q4 | $1.82M | Sell |
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|
2022
Q3 | $1.86M | Sell |
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|
2022
Q2 | $1.91M | Buy |
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