GFG
Goldstone Financial Group’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 | $2.08M | Sell |
41,417
-32,519
| -44% | -$1.64M | 0.28% | 63 |
|
|
2025
Q1 | $3.72M | Buy |
73,936
+1,126
| +2% | +$56.7K | 0.56% | 42 |
|
|
2024
Q4 | $3.66M | Buy |
72,810
+3,094
| +4% | +$156K | 0.57% | 42 |
|
|
2024
Q3 | $3.5M | Buy |
69,716
+9,174
| +15% | +$461K | 0.61% | 39 |
|
|
2024
Q2 | $3.05M | Buy |
60,542
+7,452
| +14% | +$375K | 0.61% | 43 |
|
|
2024
Q1 | $2.67M | Buy |
53,090
+11,880
| +29% | +$597K | 0.61% | 38 |
|
|
2023
Q4 | $2.07M | Buy |
41,210
+10,927
| +36% | +$549K | 0.53% | 38 |
|
|
2023
Q3 | $1.52M | Buy |
30,283
+2,912
| +11% | +$147K | 0.45% | 44 |
|
|
2023
Q2 | $1.38M | Buy |
27,371
+7,815
| +40% | +$393K | 0.41% | 47 |
|
|
2023
Q1 | $983K | Buy |
+19,556
| New | +$983K | 0.32% | 51 |
|