Bruce G. Allen Investments’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 | $22.1K | Buy |
440
+5
| +1% | +$251 | 0.02% | 381 |
|
|
2025
Q1 | $21.9K | Buy |
435
+4
| +0.9% | +$201 | 0.02% | 374 |
|
|
2024
Q4 | $21.7K | Sell |
431
-374
| -46% | -$18.8K | 0.02% | 372 |
|
|
2024
Q3 | $40.4K | Sell |
805
-167
| -17% | -$8.39K | 0.03% | 292 |
|
|
2024
Q2 | $48.9K | Buy |
972
+13
| +1% | +$654 | 0.04% | 240 |
|
|
2024
Q1 | $48.2K | Sell |
959
-1,701
| -64% | -$85.5K | 0.04% | 250 |
|
|
2023
Q4 | $134K | Buy |
+2,660
| New | +$134K | 0.12% | 108 |
|