Core Wealth Partners’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 | $885K | Sell |
|
|||||
|
2025
Q2 | $970K | Sell |
|
|||||
|
2025
Q1 | $1.2M | Sell |
|
|||||
|
2024
Q4 | $1.37M | Sell |
|
|||||
|
2024
Q3 | $1.41M | Sell |
|
|||||
|
2024
Q2 | $1.65M | Sell |
|
|||||
|
2024
Q1 | $1.85M | Sell |
|
|||||
|
2023
Q4 | $2.1M | Sell |
|
|||||
|
2023
Q3 | $2.24M | Buy |
|
|||||
|
2023
Q2 | $2.17M | Sell |
|
|||||
|
2023
Q1 | $2.37M | Sell |
|
|||||
|
2022
Q4 | $2.53M | Buy |
|