Independent Wealth Network’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
Q3 | $421K | Sell |
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|
2025
Q2 | $508K | Sell |
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|
2025
Q1 | $510K | Hold |
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|
2024
Q4 | $510K | Sell |
|
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|
2024
Q3 | $513K | Buy |
|
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|
2024
Q2 | $512K | Sell |
|
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|
2024
Q1 | $522K | Buy |
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|
2023
Q4 | $245K | Sell |
|
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|
2023
Q3 | $254K | Sell |
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|
2023
Q2 | $257K | Hold |
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|
2023
Q1 | $257K | Buy |
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|
2022
Q4 | $247K | Sell |
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|
2022
Q3 | $250K | Buy |
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|
2022
Q2 | $230K | Buy |
|