Atria Wealth Solutions’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 | $10.6M | Sell |
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|
2025
Q1 | $19.1M | Buy |
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|
2024
Q4 | $9.67M | Sell |
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|
2024
Q3 | $10.6M | Sell |
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|
2024
Q2 | $14M | Buy |
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|
2024
Q1 | $12.6M | Sell |
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|
2023
Q4 | $14.3M | Sell |
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|
2023
Q3 | $21.3M | Buy |
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|
2023
Q2 | $449K | Buy |
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|
2023
Q1 | $336K | Sell |
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|
2022
Q4 | $423K | Sell |
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|
2022
Q3 | $715K | Sell |
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|
2022
Q2 | $759K | Buy |
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|
2022
Q1 | $715K | Buy |
|