Hedeker Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-24,324
| Closed | -$1.22M | – | 91 |
|
|
2023
Q3 | $1.22M | Buy |
24,324
+2,285
| +10% | +$115K | 0.42% | 65 |
|
|
2023
Q2 | $1.11M | Sell |
22,039
-24,773
| -53% | -$1.25M | 0.37% | 74 |
|
|
2023
Q1 | $2.35M | Sell |
46,812
-10,002
| -18% | -$503K | 0.84% | 56 |
|
|
2022
Q4 | $2.86M | Buy |
56,814
+6,067
| +12% | +$305K | 1.07% | 43 |
|
|
2022
Q3 | $2.55M | Buy |
+50,747
| New | +$2.55M | 0.99% | 45 |
|