Leibman Financial Services’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 | $9.86M | Sell |
195,937
-95,223
| -33% | -$4.79M | 7.58% | 1 |
|
|
2025
Q1 | $14.7M | Buy |
291,160
+40,045
| +16% | +$2.02M | 11.39% | 1 |
|
|
2024
Q4 | $12.6M | Buy |
251,115
+58,160
| +30% | +$2.93M | 9.22% | 1 |
|
|
2024
Q3 | $9.69M | Buy |
192,955
+20,124
| +12% | +$1.01M | 6.87% | 1 |
|
|
2024
Q2 | $8.7M | Sell |
172,831
-7,903
| -4% | -$398K | 6.45% | 1 |
|
|
2024
Q1 | $9.09M | Buy |
180,734
+37,214
| +26% | +$1.87M | 6.98% | 1 |
|
|
2023
Q4 | $7.21M | Buy |
+143,520
| New | +$7.21M | 6% | 1 |
|