Carlton Hofferkamp & Jenks 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
Q2 | $889K | Sell |
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|
2025
Q1 | $945K | Sell |
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|
2024
Q4 | $957K | Sell |
|
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|
2024
Q3 | $1.07M | Sell |
|
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|
2024
Q2 | $1.08M | Sell |
|
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $1.26M | Buy |
|
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|
2023
Q3 | $1.25M | Sell |
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|
2023
Q2 | $1.32M | Sell |
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|
2023
Q1 | $1.4M | Buy |
|
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|
2022
Q4 | $1.36M | Sell |
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|
2022
Q3 | $1.72M | Sell |
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|
2022
Q2 | $1.94M | Buy |
|