GWSA
Global Wealth Strategies & Associates’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 | $33.8K | Sell |
672
-5
| -0.7% | -$252 | 0.01% | 133 |
|
|
2025
Q1 | $34.1K | Sell |
677
-41,148
| -98% | -$2.07M | 0.01% | 146 |
|
|
2024
Q4 | $2.1M | Sell |
41,825
-104,640
| -71% | -$5.27M | 0.66% | 19 |
|
|
2024
Q3 | $7.36M | Buy |
146,465
+4,411
| +3% | +$222K | 2.42% | 11 |
|
|
2024
Q2 | $7.15M | Buy |
142,054
+5,909
| +4% | +$297K | 2.56% | 11 |
|
|
2024
Q1 | $6.85M | Buy |
136,145
+17,178
| +14% | +$864K | 2.57% | 9 |
|
|
2023
Q4 | $5.98M | Buy |
+118,967
| New | +$5.98M | 2.49% | 8 |
|