Evernest Financial Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.24M | Buy |
104,069
+5,259
| +5% | +$265K | 1.69% | 18 |
|
|
2025
Q1 | $4.97M | Buy |
98,810
+2,063
| +2% | +$104K | 1.78% | 14 |
|
|
2024
Q4 | $4.87M | Buy |
96,747
+1,586
| +2% | +$79.8K | 1.26% | 16 |
|
|
2024
Q3 | $4.78M | Buy |
95,161
+6,597
| +7% | +$331K | 1.29% | 16 |
|
|
2024
Q2 | $4.46M | Buy |
88,564
+3,477
| +4% | +$175K | 2% | 14 |
|
|
2024
Q1 | $4.3M | Buy |
85,087
+27,992
| +49% | +$1.41M | 2.03% | 13 |
|
|
2023
Q4 | $2.87M | Buy |
+57,095
| New | +$2.87M | 1.46% | 16 |
|
|
2021
Q4 | $3.51M | Buy |
+34,857
| New | +$3.51M | 1.82% | 16 |
|