Hartford Financial Management’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 | – | Sell |
-2,061
| Closed | -$104K | – | 368 |
|
|
2025
Q1 | $104K | Hold |
2,061
| – | – | 0.02% | 182 |
|
|
2024
Q4 | $104K | Buy |
2,061
+687
| +50% | +$34.6K | 0.02% | 183 |
|
|
2024
Q3 | $69K | Buy |
1,374
+118
| +9% | +$5.93K | 0.01% | 198 |
|
|
2024
Q2 | $63.2K | Buy |
1,256
+173
| +16% | +$8.7K | 0.01% | 202 |
|
|
2024
Q1 | $54.5K | Buy |
1,083
+308
| +40% | +$15.5K | 0.01% | 217 |
|
|
2023
Q4 | $38.9K | Hold |
775
| – | – | 0.01% | 232 |
|
|
2023
Q3 | $39K | Buy |
775
+568
| +274% | +$28.6K | 0.01% | 228 |
|
|
2023
Q2 | $10.4K | Buy |
+207
| New | +$10.4K | ﹤0.01% | 281 |
|