Elmwood Wealth Management’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 | $6.51M | Buy |
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|
2025
Q2 | $5.04M | Sell |
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|
2025
Q1 | $7.61M | Sell |
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|
2024
Q4 | $8.22M | Buy |
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|
2024
Q3 | $3.54M | Sell |
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|
2024
Q2 | $3.59M | Sell |
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|
2024
Q1 | $4.38M | Sell |
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|
2023
Q4 | $4.43M | Buy |
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|
2023
Q3 | $3.99M | Sell |
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|
2023
Q2 | $7.93M | Buy |
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|
2023
Q1 | $6.41M | Buy |
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|
2022
Q4 | $276K | Buy |
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