Essex Financial Services’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 | $948K | Buy |
|
|||||
|
2025
Q1 | $620K | Sell |
|
|||||
|
2024
Q4 | $1.09M | Sell |
|
|||||
|
2024
Q3 | $1.49M | Sell |
|
|||||
|
2024
Q2 | $2.03M | Sell |
|
|||||
|
2024
Q1 | $2.48M | Sell |
|
|||||
|
2023
Q4 | $5.07M | Sell |
|
|||||
|
2023
Q3 | $7.81M | Buy |
|
|||||
|
2023
Q2 | $6.78M | Buy |
|
|||||
|
2023
Q1 | $5.59M | Buy |
|
|||||
|
2022
Q4 | $3.19M | Buy |
|
|||||
|
2022
Q3 | $1.79M | Buy |
|