BlackDiamond Wealth Management’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
Q3 | $9.67M | Sell |
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|
2025
Q2 | $14.9M | Buy |
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|
2025
Q1 | $7.84M | Sell |
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|
2024
Q4 | $18.2M | Buy |
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|
2024
Q3 | $7.99M | Sell |
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|
2024
Q2 | $12.7M | Sell |
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|
2024
Q1 | $13.6M | Sell |
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|
2023
Q4 | $16.8M | Buy |
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|
2023
Q3 | $10.6M | Sell |
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|
2023
Q2 | $12.7M | Buy |
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|
2023
Q1 | $9.67M | Buy |
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|
2022
Q4 | $7.97M | Sell |
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|
2022
Q3 | $8.85M | Buy |
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|
2022
Q2 | $4.7M | Buy |
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|
2022
Q1 | $3.78M | Buy |
|