Coppell Advisory Solutions’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-69
| Closed | -$3.47K | – | 1790 |
|
|
2024
Q4 | $3.47K | Hold |
69
| – | – | ﹤0.01% | 1421 |
|
|
2024
Q3 | $3.47K | Sell |
69
-189
| -73% | -$9.49K | ﹤0.01% | 1337 |
|
|
2024
Q2 | $13K | Buy |
+258
| New | +$13K | ﹤0.01% | 940 |
|
|
2023
Q4 | – | Sell |
-22
| Closed | -$1.11K | – | 1872 |
|
|
2023
Q3 | $1.11K | Buy |
+22
| New | +$1.11K | ﹤0.01% | 929 |
|
|
2023
Q1 | – | Sell |
-22
| Closed | -$1.11K | – | 1035 |
|
|
2022
Q4 | $1.11K | Buy |
+22
| New | +$1.11K | ﹤0.01% | 931 |
|