Continuum Advisory’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 | – | Sell |
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|
2025
Q1 | $185K | Sell |
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|
2024
Q4 | $278K | Hold |
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|
2024
Q3 | $278K | Hold |
|
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|
2024
Q2 | $278K | Hold |
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|
2024
Q1 | $278K | Hold |
|
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|
2023
Q4 | $277K | Sell |
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|
2023
Q3 | $469K | Hold |
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|
2023
Q2 | $469K | Sell |
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|
2023
Q1 | $527K | Sell |
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|
2022
Q4 | $1.41M | Sell |
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|
2022
Q3 | $1.45M | Sell |
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|
2022
Q2 | $1.66M | Buy |
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|
2022
Q1 | $474K | Buy |
|