Life Line 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 | $604K | Buy |
12,009
+129
| +1% | +$6.49K | 0.2% | 17 |
|
|
2025
Q1 | $598K | Buy |
11,880
+122
| +1% | +$6.14K | 0.22% | 16 |
|
|
2024
Q4 | $592K | Buy |
11,758
+136
| +1% | +$6.84K | 0.21% | 10 |
|
|
2024
Q3 | $584K | Buy |
11,622
+152
| +1% | +$7.63K | 0.21% | 9 |
|
|
2024
Q2 | $577K | Sell |
11,470
-272
| -2% | -$13.7K | 0.22% | 11 |
|
|
2024
Q1 | $591K | Sell |
11,742
-7,015
| -37% | -$353K | 0.22% | 14 |
|
|
2023
Q4 | $942K | Buy |
+18,757
| New | +$942K | 0.37% | 8 |
|