Baldwin Wealth Partners’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 | $252K | Hold |
5,015
| – | – | 0.02% | 196 |
|
|
2025
Q1 | $252K | Hold |
5,015
| – | – | 0.02% | 194 |
|
|
2024
Q4 | $252K | Hold |
5,015
| – | – | 0.02% | 205 |
|
|
2024
Q3 | $252K | Hold |
5,015
| – | – | 0.02% | 295 |
|
|
2024
Q2 | $252K | Hold |
5,015
| – | – | 0.02% | 178 |
|
|
2024
Q1 | $252K | Hold |
5,015
| – | – | 0.02% | 194 |
|
|
2023
Q4 | $252K | Buy |
+5,015
| New | +$252K | 0.02% | 194 |
|