L.M. Kohn & Company’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 | $207K | Sell |
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|
2025
Q2 | $4.29M | Sell |
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|
2025
Q1 | $5.04M | Buy |
|
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|
2024
Q4 | $3.91M | Sell |
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|
2024
Q3 | $6.32M | Buy |
|
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|
2024
Q2 | $5.48M | Sell |
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|
2024
Q1 | $7.84M | Sell |
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|
2023
Q4 | $8.86M | Buy |
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|
2023
Q3 | $5.75M | Buy |
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|
2023
Q2 | $3.33M | Buy |
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|
2023
Q1 | $884K | Buy |
|