EP Wealth Advisors’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
Q2 | $1.52M | Buy |
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|
2025
Q1 | $1.37M | Sell |
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|
2024
Q4 | $1.52M | Sell |
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|
2024
Q3 | $1.6M | Sell |
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|
2024
Q2 | $1.73M | Sell |
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|
2024
Q1 | $1.87M | Sell |
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|
2023
Q4 | $2.25M | Sell |
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|
2023
Q3 | $2.38M | Sell |
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|
2023
Q2 | $2.4M | Buy |
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|
2023
Q1 | $2.55M | Buy |
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|
2022
Q4 | $374K | Buy |
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