Lowe Brockenbrough & Co’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
$600K Sell
2025
Q2
$603K Buy
2025
Q1
$254K Sell
2024
Q4
$259K Sell
2024
Q3
$385K Buy
2024
Q2
$280K Sell
2024
Q1
$312K Sell
2023
Q4
$317K Buy