Liberty 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 | $206K | Buy |
+4,095
| New | +$206K | 0.03% | 220 |
|
|
2024
Q3 | – | Sell |
-122,518
| Closed | -$123K | – | 261 |
|
|
2024
Q2 | $123K | Buy |
+122,518
| New | +$123K | 0.02% | 200 |
|
|
2023
Q3 | – | Sell |
-9,932
| Closed | -$500K | – | 194 |
|
|
2023
Q2 | $500K | Buy |
9,932
+2,764
| +39% | +$139K | 0.12% | 91 |
|
|
2023
Q1 | $360K | Buy |
+7,168
| New | +$360K | 0.07% | 152 |
|