Apexium 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 | $12.3M | Sell |
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|
2025
Q1 | $15.1M | Buy |
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|
2024
Q4 | $5.22M | Buy |
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|
2024
Q3 | $990K | Buy |
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|
2024
Q2 | $443K | Sell |
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|
2024
Q1 | $452K | Sell |
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|
2023
Q4 | $664K | Buy |
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|
2023
Q3 | $544K | Sell |
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|
2023
Q2 | $550K | Sell |
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|
2023
Q1 | $555K | Sell |
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|
2022
Q4 | $556K | Sell |
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|
2022
Q3 | $574K | Buy |
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