GGM Wealth 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
Q1 | $2.37M | Buy |
47,110
+898
| +2% | +$45.2K | 1.32% | 24 |
|
|
2024
Q4 | $2.33M | Sell |
46,212
-4,679
| -9% | -$235K | 1.22% | 25 |
|
|
2024
Q3 | $2.56M | Sell |
50,891
-1,438
| -3% | -$72.2K | 1.1% | 24 |
|
|
2024
Q2 | $2.63M | Sell |
52,329
-6,981
| -12% | -$351K | 1.2% | 23 |
|
|
2024
Q1 | $2.99M | Sell |
59,310
-20,132
| -25% | -$1.01M | 1.39% | 22 |
|
|
2023
Q4 | $3.99M | Buy |
79,442
+23,475
| +42% | +$1.18M | 1.65% | 15 |
|
|
2023
Q3 | $2.82M | Buy |
55,967
+27,298
| +95% | +$1.37M | 1.22% | 22 |
|
|
2023
Q2 | $1.45M | Buy |
28,669
+18,119
| +172% | +$914K | 0.59% | 38 |
|
|
2023
Q1 | $530K | Buy |
+10,550
| New | +$530K | 0.3% | 46 |
|