Ellevest Inc’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 | $5.53M | Hold |
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|
2025
Q2 | $5.54M | Sell |
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|
2025
Q1 | $5.62M | Hold |
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|
2024
Q4 | $5.62M | Sell |
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|
2024
Q3 | $5.65M | Buy |
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|
2024
Q2 | $5.61M | Hold |
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|
2024
Q1 | $5.61M | Hold |
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|
2023
Q4 | $5.61M | Sell |
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|
2023
Q3 | $5.62M | Sell |
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|
2023
Q2 | $5.71M | Sell |
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|
2023
Q1 | $7.38M | Sell |
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|
2022
Q4 | $7.5M | Hold |
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|
2022
Q3 | $7.5M | Buy |
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