Carson Wealth (CWM LLC)’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 | $28.6M | Sell |
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|
2025
Q2 | $37.7M | Buy |
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|
2025
Q1 | $33.7M | Buy |
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|
2024
Q4 | $26.5M | Buy |
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|
2024
Q3 | $18.3M | Buy |
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|
2024
Q2 | $14.4M | Buy |
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|
2024
Q1 | $6.1M | Sell |
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|
2023
Q4 | $6.22M | Buy |
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|
2023
Q3 | $4.01M | Buy |
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|
2023
Q2 | $1M | Buy |
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|
2023
Q1 | $171K | Buy |
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|
2022
Q4 | $146K | Buy |
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