Keebeck Wealth Management’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
Q2 | $4.08M | Sell |
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|
2025
Q1 | $6.77M | Sell |
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|
2024
Q4 | $12.9M | Buy |
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|
2024
Q3 | $5.16M | Sell |
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|
2024
Q2 | $7.68M | Buy |
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|
2024
Q1 | $6.79M | Buy |
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|
2023
Q4 | $5.73M | Sell |
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|
2023
Q3 | $5.75M | Buy |
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|
2023
Q2 | $1.12M | Buy |
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|
2023
Q1 | $1.03M | Sell |
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|
2022
Q4 | $1.25M | Hold |
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|
2022
Q3 | $1.25M | Hold |
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|
2022
Q2 | $1.25M | Buy |
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