Jackson Wealth Management’s WisdomTree Bloomberg 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
2022
Q1
Sell
2021
Q4
$4.57M Buy
2021
Q3
$4K Sell
2021
Q2
$2.99M Sell
2021
Q1
$7.94M Buy
2020
Q4
$440K Buy
2020
Q3
$439K Sell
2020
Q2
$462K Sell
2020
Q1
$3.34M Sell
2019
Q4
$8.29M Buy
2019
Q3
$8.04M Buy
2019
Q2
$7.57M Sell
2019
Q1
$7.59M Sell
2018
Q4
$7.85M Buy