Financial Services Advisory’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 | $397K | Hold |
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|
2025
Q2 | $397K | Hold |
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|
2025
Q1 | $397K | Hold |
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|
2024
Q4 | $397K | Hold |
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|
2024
Q3 | $396K | Hold |
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|
2024
Q2 | $397K | Hold |
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|
2024
Q1 | $397K | Sell |
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|
2023
Q4 | $397K | Sell |
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|
2023
Q3 | $9.8M | Buy |
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|
2023
Q2 | $9.79M | Sell |
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|
2023
Q1 | $9.92M | Buy |
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|
2022
Q4 | $9.82M | Buy |
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|
2022
Q3 | $9.81M | Sell |
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|
2022
Q2 | $9.91M | Buy |
|