Bernardo Wealth Planning’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 | $7.53M | Buy |
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|
2025
Q1 | $5.01M | Buy |
|
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|
2024
Q4 | $4.8M | Buy |
|
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|
2024
Q3 | $4.68M | Sell |
|
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|
2024
Q2 | $4.81M | Buy |
|
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|
2024
Q1 | $4.04M | Buy |
|
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|
2023
Q4 | $3.48M | Buy |
|
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|
2023
Q3 | $2.73M | Buy |
|
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|
2023
Q2 | $2.55M | Buy |
|
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|
2023
Q1 | $2.31M | Buy |
|
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|
2022
Q4 | $2.19M | Buy |
|