IFP Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Sell |
|
|||||
|
2025
Q1 | $3.88M | Buy |
|
|||||
|
2024
Q4 | $1.51M | Buy |
|
|||||
|
2024
Q3 | $969K | Buy |
|
|||||
|
2024
Q2 | $963K | Buy |
|
|||||
|
2024
Q1 | $941K | Sell |
|
|||||
|
2023
Q4 | $1.19M | Sell |
|
|||||
|
2023
Q3 | $59.8M | Buy |
|
|||||
|
2023
Q2 | $57.4M | Buy |
|
|||||
|
2023
Q1 | $50.1M | Buy |
|
|||||
|
2022
Q4 | $36.3M | Buy |
|
|||||
|
2022
Q3 | $22.8M | Buy |
|
|||||
|
2022
Q2 | $28K | Hold |
|
|||||
|
2022
Q1 | $28K | Buy |
|