GG
GenWealth Group’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 | $320K | Buy |
6,367
+524
| +9% | +$26.4K | 0.06% | 57 |
|
|
2025
Q1 | $294K | Buy |
5,843
+1,627
| +39% | +$81.9K | 0.06% | 59 |
|
|
2024
Q4 | $212K | Buy |
4,216
+7
| +0.2% | +$352 | 0.05% | 65 |
|
|
2024
Q3 | $211K | Buy |
+4,209
| New | +$211K | 0.05% | 67 |
|
|
2024
Q2 | – | Sell |
-4,700
| Closed | -$236K | – | 68 |
|
|
2024
Q1 | $236K | Buy |
+4,700
| New | +$236K | 0.06% | 59 |
|