Corient Private Wealth’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 | $222K | Buy |
|
|||||
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $1.55M | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $227K | Sell |
|
|||||
|
2024
Q2 | $816K | Buy |
|
|||||
|
2024
Q1 | $791K | Sell |
|
|||||
|
2023
Q4 | $804K | Sell |
|
|||||
|
2023
Q3 | $1.1M | Buy |
|
|||||
|
2023
Q2 | $898K | Sell |
|
|||||
|
2023
Q1 | $1M | Sell |
|
|||||
|
2022
Q4 | $1.22M | Buy |
|