Cobblestone Capital 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 | $2.54M | Buy |
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|
2025
Q2 | $2.49M | Buy |
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|
2025
Q1 | $2.43M | Buy |
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|
2024
Q4 | $1.99M | Buy |
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|
2024
Q3 | $1.84M | Buy |
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|
2024
Q2 | $1.28M | Buy |
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|
2024
Q1 | $1.14M | Buy |
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|
2023
Q4 | $1.08M | Buy |
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|
2023
Q3 | $770K | Buy |
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|
2023
Q2 | $511K | Buy |
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|
2023
Q1 | $509K | Buy |
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|
2022
Q4 | $487K | Buy |
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