Bristlecone Advisors’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 | $5.7M | Sell |
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|
2025
Q2 | $8.49M | Sell |
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|
2025
Q1 | $25.6M | Buy |
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|
2024
Q4 | $24.7M | Buy |
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|
2024
Q3 | $23.1M | Buy |
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|
2024
Q2 | $18.4M | Buy |
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|
2024
Q1 | $18M | Buy |
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|
2023
Q4 | $17.4M | Buy |
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|
2023
Q3 | $15.5M | Buy |
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|
2023
Q2 | $10.5M | Buy |
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|
2023
Q1 | $6.92M | Sell |
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|
2022
Q4 | $10.3M | Buy |
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|
2022
Q3 | $2.68M | Sell |
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|
2022
Q2 | $3.13M | Buy |
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|
2022
Q1 | $383K | Buy |
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