IHT Wealth Management’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 | $110M | Buy |
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|
2025
Q1 | $101M | Buy |
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|
2024
Q4 | $84.1M | Sell |
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|
2024
Q3 | $95.7M | Buy |
|
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|
2024
Q2 | $84.5M | Buy |
|
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|
2024
Q1 | $73.2M | Sell |
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|
2023
Q4 | $73.8M | Buy |
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|
2023
Q3 | $53.5M | Buy |
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|
2023
Q2 | $37.7M | Sell |
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|
2023
Q1 | $40.3M | Buy |
|
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|
2022
Q4 | $10.2M | Buy |
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|
2022
Q3 | $5.64M | Buy |
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|
2022
Q2 | $1.57M | Buy |
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