EverSource Wealth Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-460
| Closed | -$23.2K | – | 3150 |
|
|
2024
Q1 | $23.2K | Sell |
460
-208
| -31% | -$10.5K | ﹤0.01% | 1291 |
|
|
2023
Q4 | $33.6K | Buy |
+668
| New | +$33.6K | ﹤0.01% | 1050 |
|
|
2023
Q3 | – | Sell |
-1,644
| Closed | -$82.7K | – | 2680 |
|
|
2023
Q2 | $82.7K | Buy |
+1,644
| New | +$82.7K | 0.01% | 648 |
|