GRP
Global Retirement Partners’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 | $3.84M | Buy |
+76,284
| New | +$3.84M | 0.1% | 199 |
|
|
2024
Q4 | $2.75M | Sell |
54,614
-1,202
| -2% | -$60.5K | 0.08% | 244 |
|
|
2024
Q3 | $2.8M | Sell |
55,816
-916
| -2% | -$46K | 0.08% | 227 |
|
|
2024
Q2 | $2.85M | Buy |
56,732
+18,514
| +48% | +$931K | 0.09% | 213 |
|
|
2024
Q1 | $1.92M | Buy |
38,218
+11,249
| +42% | +$566K | 0.07% | 245 |
|
|
2023
Q4 | $1.36M | Sell |
26,969
-28,862
| -52% | -$1.45M | 0.06% | 278 |
|
|
2023
Q3 | $2.81M | Buy |
55,831
+46,902
| +525% | +$2.36M | 0.14% | 147 |
|
|
2023
Q2 | $449K | Buy |
8,929
+568
| +7% | +$28.6K | 0.02% | 463 |
|
|
2023
Q1 | $421K | Sell |
8,361
-475,751
| -98% | -$23.9M | 0.02% | 462 |
|
|
2022
Q4 | $24.3M | Sell |
484,112
-148,925
| -24% | -$7.49M | 1.67% | 6 |
|
|
2022
Q3 | $31.8M | Buy |
633,037
+6,441
| +1% | +$324K | 2.41% | 4 |
|
|
2022
Q2 | $31.5M | Buy |
626,596
+14,930
| +2% | +$751K | 2.53% | 4 |
|
|
2022
Q1 | $30.8M | Buy |
+611,666
| New | +$30.8M | 2.42% | 4 |
|