JT Stratford LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Sell |
59,660
-2,539
| -4% | -$128K | 0.45% | 44 |
|
|
2025
Q1 | $3.13M | Buy |
62,199
+18,935
| +44% | +$953K | 0.55% | 33 |
|
|
2024
Q4 | $2.18M | Buy |
43,264
+1,513
| +4% | +$76.1K | 0.36% | 60 |
|
|
2024
Q3 | $2.1M | Buy |
41,751
+3,794
| +10% | +$191K | 0.36% | 62 |
|
|
2024
Q2 | $1.91M | Buy |
37,957
+1,358
| +4% | +$68.3K | 0.35% | 63 |
|
|
2024
Q1 | $1.84M | Sell |
36,599
-16,995
| -32% | -$855K | 0.37% | 72 |
|
|
2023
Q4 | $2.69M | Sell |
53,594
-876
| -2% | -$44K | 0.62% | 33 |
|
|
2023
Q3 | $2.74M | Buy |
+54,470
| New | +$2.74M | 0.71% | 29 |
|