Laurel Wealth Advisors (North Carolina)’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 | $7.65M | Sell |
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|
2025
Q2 | $149M | Buy |
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|
2025
Q1 | $7.34M | Buy |
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|
2024
Q4 | $7.13M | Buy |
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|
2024
Q3 | $7.07M | Buy |
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|
2024
Q2 | $6.71M | Sell |
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|
2024
Q1 | $6.82M | Sell |
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|
2023
Q4 | $6.89M | Buy |
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|
2023
Q3 | $5.97M | Buy |
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|
2023
Q2 | $5.4M | Buy |
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|
2023
Q1 | $5M | Buy |
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|
2022
Q4 | $4.36M | Buy |
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|
2022
Q3 | $1.72M | Buy |
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|
2022
Q2 | $1.14M | Buy |
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|
2022
Q1 | $612K | Buy |
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