Institutional & Family Asset Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-45
| Closed | -$2.26K | – | 758 |
|
|
2023
Q2 | $2.26K | Hold |
45
| – | – | ﹤0.01% | 561 |
|
|
2023
Q1 | $2.26K | Hold |
45
| – | – | ﹤0.01% | 558 |
|
|
2022
Q4 | $2.26K | Sell |
45
-214
| -83% | -$10.8K | ﹤0.01% | 550 |
|
|
2022
Q3 | $13K | Sell |
259
-355
| -58% | -$17.8K | ﹤0.01% | 361 |
|
|
2022
Q2 | $31K | Hold |
614
| – | – | 0.01% | 268 |
|
|
2022
Q1 | $31K | Buy |
+614
| New | +$31K | ﹤0.01% | 303 |
|