LWL
Leo Wealth LLC’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.8M | Buy |
533,436
+307,600
| +136% | +$15.5M | 2.09% | 10 |
|
|
2025
Q1 | $11.4M | Sell |
225,836
-102,793
| -31% | -$5.17M | 1.63% | 11 |
|
|
2024
Q4 | $16.5M | Sell |
328,629
-37,443
| -10% | -$1.88M | 1.48% | 16 |
|
|
2024
Q3 | $18.4M | Buy |
366,072
+40,193
| +12% | +$2.02M | 1.68% | 16 |
|
|
2024
Q2 | $16.4M | Buy |
325,879
+18,536
| +6% | +$933K | 1.67% | 13 |
|
|
2024
Q1 | $15.5M | Sell |
307,343
-19,554
| -6% | -$983K | 1.58% | 12 |
|
|
2023
Q4 | $16.4M | Buy |
+326,897
| New | +$16.4M | 1.7% | 12 |
|