Jaffetilchin Investment Partners’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 | $906K | Buy |
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|
2025
Q2 | $898K | Buy |
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|
2025
Q1 | $894K | Sell |
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|
2024
Q4 | $910K | Buy |
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|
2024
Q3 | $904K | Sell |
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|
2024
Q2 | $906K | Sell |
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|
2024
Q1 | $906K | Sell |
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|
2023
Q4 | $1.06M | Sell |
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|
2023
Q3 | $1.07M | Sell |
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|
2023
Q2 | $1.62M | Sell |
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|
2023
Q1 | $3.25M | Sell |
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|
2022
Q4 | $12.4M | Buy |
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