Insight Advisors’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-21,583
| Closed | -$542K | – | 355 |
|
|
2021
Q4 | $542K | Sell |
21,583
-7,181
| -25% | -$180K | 0.16% | 155 |
|
|
2021
Q3 | $722K | Sell |
28,764
-5,311
| -16% | -$133K | 0.22% | 125 |
|
|
2021
Q2 | $855K | Sell |
34,075
-3,639
| -10% | -$91.3K | 0.27% | 97 |
|
|
2021
Q1 | $947K | Buy |
37,714
+20
| +0.1% | +$502 | 0.3% | 90 |
|
|
2020
Q4 | $946K | Buy |
+37,694
| New | +$946K | 0.36% | 75 |
|