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Insigneo Advisory Services’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Insigneo Advisory Services’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,098
Closed -$306K – 688
2024
Q3 		$306K Sell
6,098
-160
-3% -$8.04K 0.03% 440
2024
Q2 		$315K Buy
+6,258
New +$315K 0.04% 398