B. Riley Wealth Advisors’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 | $1.37M | Buy |
+27,251
| New | +$1.37M | 0.06% | 271 |
|
|
2024
Q4 | $1.43M | Sell |
28,356
-2,333
| -8% | -$117K | 0.05% | 354 |
|
|
2024
Q3 | $1.54M | Sell |
30,689
-2,075
| -6% | -$104K | 0.04% | 389 |
|
|
2024
Q2 | $1.65M | Sell |
32,764
-16,869
| -34% | -$849K | 0.04% | 395 |
|
|
2024
Q1 | $2.5M | Buy |
49,633
+10,893
| +28% | +$548K | 0.07% | 290 |
|
|
2023
Q4 | $1.95M | Sell |
38,740
-10,893
| -22% | -$547K | 0.05% | 367 |
|
|
2023
Q3 | $2.5M | Sell |
49,633
-897
| -2% | -$45.1K | 0.07% | 290 |
|
|
2023
Q2 | $2.54M | Buy |
50,530
+3,246
| +7% | +$163K | 0.06% | 309 |
|
|
2023
Q1 | $2.38M | Sell |
47,284
-1,644
| -3% | -$82.6K | 0.06% | 304 |
|
|
2022
Q4 | $2.46M | Buy |
48,928
+21,036
| +75% | +$1.06M | 0.07% | 292 |
|
|
2022
Q3 | $1.4M | Buy |
+27,892
| New | +$1.4M | 0.04% | 397 |
|