Kestra Private Wealth Services’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 | $54.8M | Buy |
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|
2025
Q1 | $50.4M | Buy |
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|
2024
Q4 | $45.6M | Buy |
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|
2024
Q3 | $43.7M | Buy |
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|
2024
Q2 | $42.7M | Sell |
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|
2024
Q1 | $43.8M | Buy |
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|
2023
Q4 | $40.2M | Sell |
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|
2023
Q3 | $44M | Sell |
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|
2023
Q2 | $47M | Buy |
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|
2023
Q1 | $32.7M | Buy |
|
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|
2022
Q4 | $3.03M | Buy |
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|
2022
Q3 | $1.32M | Sell |
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|
2022
Q2 | $2.12M | Buy |
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|
2022
Q1 | $1.21M | Buy |
|