Calton & Associates’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 | $13.7M | Sell |
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|
2025
Q1 | $13.8M | Buy |
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|
2024
Q4 | $5.65M | Sell |
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|
2024
Q3 | $8.41M | Buy |
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|
2024
Q2 | $2.91M | Sell |
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|
2024
Q1 | $12.4M | Sell |
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|
2023
Q4 | $12.5M | Buy |
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|
2023
Q3 | $1.95M | Sell |
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|
2023
Q2 | $2.16M | Buy |
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|
2023
Q1 | $1.62M | Sell |
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|
2022
Q4 | $1.87M | Buy |
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