Gladstone Institutional Advisory’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 | $46.6M | Buy |
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|
2025
Q2 | $43.6M | Sell |
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|
2025
Q1 | $48.7M | Sell |
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|
2024
Q4 | $49.6M | Buy |
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|
2024
Q3 | $43.6M | Buy |
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|
2024
Q2 | $43M | Buy |
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|
2024
Q1 | $41.6M | Sell |
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|
2023
Q4 | $43.8M | Buy |
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|
2023
Q3 | $39.2M | Buy |
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|
2023
Q2 | $35M | Buy |
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|
2023
Q1 | $32.6M | Buy |
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|
2022
Q4 | $30.7M | Sell |
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|
2022
Q3 | $30.9M | Sell |
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|
2022
Q2 | $32.1M | Buy |
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|
2022
Q1 | $1.45M | Buy |
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