GWP
Gateway Wealth Partners’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.33M | Sell |
66,288
-981
| -1% | -$49.4K | 0.63% | 47 |
|
|
2025
Q1 | $3.39M | Buy |
67,269
+1,110
| +2% | +$55.9K | 0.76% | 39 |
|
|
2024
Q4 | $3.33M | Buy |
66,159
+3,632
| +6% | +$183K | 0.86% | 28 |
|
|
2024
Q3 | $3.14M | Buy |
62,527
+26,919
| +76% | +$1.35M | 0.87% | 26 |
|
|
2024
Q2 | $1.79M | Buy |
35,608
+964
| +3% | +$48.5K | 0.54% | 46 |
|
|
2024
Q1 | $1.74M | Buy |
34,644
+1,926
| +6% | +$96.9K | 0.63% | 39 |
|
|
2023
Q4 | $1.64M | Buy |
32,718
+950
| +3% | +$47.7K | 0.66% | 38 |
|
|
2023
Q3 | $1.6M | Buy |
31,768
+9,639
| +44% | +$485K | 0.29% | 61 |
|
|
2023
Q2 | $1.11M | Buy |
+22,129
| New | +$1.11M | 0.2% | 74 |
|