GHP Investment 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
Q2 | $16K | Hold |
318
| – | – | ﹤0.01% | 664 |
|
|
2025
Q1 | $16K | Buy |
318
+299
| +1,574% | +$15K | ﹤0.01% | 631 |
|
|
2024
Q4 | $957 | Hold |
19
| – | – | ﹤0.01% | 922 |
|
|
2024
Q3 | $955 | Sell |
19
-149
| -89% | -$7.49K | ﹤0.01% | 912 |
|
|
2024
Q2 | $8.45K | Buy |
168
+149
| +784% | +$7.5K | ﹤0.01% | 717 |
|
|
2024
Q1 | $956 | Hold |
19
| – | – | ﹤0.01% | 788 |
|
|
2023
Q4 | $955 | Hold |
19
| – | – | ﹤0.01% | 794 |
|
|
2023
Q3 | $958 | Hold |
19
| – | – | ﹤0.01% | 884 |
|
|
2023
Q2 | $959 | Buy |
+19
| New | +$959 | ﹤0.01% | 876 |
|