EPG 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 | $83.3K | Buy |
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|
2025
Q2 | $82.5K | Buy |
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|
2025
Q1 | $81.7K | Buy |
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|
2024
Q4 | $80.8K | Buy |
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|
2024
Q3 | $79.7K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $77.9K | Buy |
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|
2023
Q4 | $77.4K | Buy |
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|
2023
Q3 | $75.9K | Sell |
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|
2023
Q2 | $89.6K | Sell |
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|
2023
Q1 | $90.6K | Sell |
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|
2022
Q4 | $941K | Buy |
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|
2022
Q3 | $940K | Buy |
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|
2022
Q2 | $941K | Sell |
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|
2022
Q1 | $942K | Buy |
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