Kingsview Wealth Management’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 | $7.27M | Sell |
144,599
-24,735
| -15% | -$1.24M | 0.12% | 177 |
|
|
2025
Q1 | $8.52M | Sell |
169,334
-1,257
| -0.7% | -$63.3K | 0.16% | 143 |
|
|
2024
Q4 | $8.58M | Sell |
170,591
-670
| -0.4% | -$33.7K | 0.17% | 132 |
|
|
2024
Q3 | $8.6M | Sell |
171,261
-119,860
| -41% | -$6.02M | 0.18% | 120 |
|
|
2024
Q2 | $14.6M | Sell |
291,121
-10,248
| -3% | -$516K | 0.35% | 54 |
|
|
2024
Q1 | $15.2M | Buy |
301,369
+60,727
| +25% | +$3.05M | 0.38% | 49 |
|
|
2023
Q4 | $12.1M | Buy |
240,642
+1,490
| +0.6% | +$74.9K | 0.36% | 60 |
|
|
2023
Q3 | $12M | Buy |
239,152
+35,664
| +18% | +$1.79M | 0.43% | 50 |
|
|
2023
Q2 | $10.2M | Buy |
203,488
+130,255
| +178% | +$6.55M | 0.4% | 53 |
|
|
2023
Q1 | $3.68M | Sell |
73,233
-23,852
| -25% | -$1.2M | 0.15% | 145 |
|
|
2022
Q4 | $4.88M | Buy |
97,085
+54,153
| +126% | +$2.72M | 0.21% | 117 |
|
|
2022
Q3 | $2.16M | Buy |
42,932
+12,900
| +43% | +$649K | 0.1% | 217 |
|
|
2022
Q2 | $1.51M | Hold |
30,032
| – | – | 0.07% | 268 |
|
|
2022
Q1 | $1.51M | Buy |
+30,032
| New | +$1.51M | 0.07% | 293 |
|