CreativeOne 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 | $3.57M | Sell |
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|
2025
Q2 | $3.88M | Sell |
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|
2025
Q1 | $5.33M | Buy |
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|
2024
Q4 | $4.83M | Sell |
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|
2024
Q3 | $4.86M | Sell |
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|
2024
Q2 | $5.2M | Buy |
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|
2024
Q1 | $4.66M | Sell |
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|
2023
Q4 | $13.4M | Sell |
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|
2023
Q3 | $14.8M | Buy |
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|
2023
Q2 | $613K | Sell |
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|
2023
Q1 | $3.16M | Sell |
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|
2022
Q4 | $3.52M | Buy |
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|
2022
Q3 | $3.15M | Buy |
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|
2022
Q2 | $985K | Buy |
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