Atticus Wealth Management’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 | $29.9K | Hold |
595
| – | – | 0.01% | 370 |
|
|
2025
Q1 | $29.9K | Sell |
595
-874
| -59% | -$44K | 0.01% | 283 |
|
|
2024
Q4 | $73.9K | Buy |
1,469
+8
| +0.5% | +$402 | 0.02% | 197 |
|
|
2024
Q3 | $73.4K | Sell |
1,461
-527
| -27% | -$26.5K | 0.02% | 203 |
|
|
2024
Q2 | $100K | Sell |
1,988
-1,398
| -41% | -$70.3K | 0.03% | 165 |
|
|
2024
Q1 | $170K | Sell |
3,386
-16,016
| -83% | -$806K | 0.06% | 128 |
|
|
2023
Q4 | $975K | Sell |
19,402
-417,494
| -96% | -$21M | 0.34% | 42 |
|
|
2023
Q3 | $22M | Sell |
436,896
-15,164
| -3% | -$763K | 8.42% | 2 |
|
|
2023
Q2 | $22.7M | Sell |
452,060
-6,285
| -1% | -$316K | 8.38% | 2 |
|
|
2023
Q1 | $23M | Buy |
+458,345
| New | +$23M | 8.8% | 2 |
|