DWMG
DB Wealth Management Group’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.27M | Sell |
45,188
-10,413
| -19% | -$523K | 1.29% | 21 |
|
|
2023
Q3 | $2.8M | Sell |
55,601
-7,449
| -12% | -$375K | 1.77% | 14 |
|
|
2023
Q2 | $3.17M | Sell |
63,050
-587
| -0.9% | -$29.5K | 1.94% | 14 |
|
|
2023
Q1 | $3.2M | Sell |
63,637
-587
| -0.9% | -$29.5K | 2.02% | 13 |
|
|
2022
Q4 | $3.23M | Buy |
+64,224
| New | +$3.23M | 2.09% | 13 |
|