GHP Investment Advisors’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
$16K Hold
2025
Q2
$16K Hold
2025
Q1
$16K Buy
2024
Q4
$957 Hold
2024
Q3
$955 Sell
2024
Q2
$8.45K Buy
2024
Q1
$956 Hold
2023
Q4
$955 Hold
2023
Q3
$958 Hold
2023
Q2
$959 Buy