LPL Financial’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 | $718M | Sell |
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|
2025
Q2 | $784M | Buy |
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|
2025
Q1 | $644M | Buy |
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|
2024
Q4 | $634M | Sell |
|
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|
2024
Q3 | $648M | Sell |
|
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|
2024
Q2 | $659M | Buy |
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|
2024
Q1 | $655M | Buy |
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|
2023
Q4 | $636M | Buy |
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|
2023
Q3 | $586M | Buy |
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|
2023
Q2 | $489M | Buy |
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|
2023
Q1 | $443M | Buy |
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|
2022
Q4 | $389M | Buy |
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|
2022
Q3 | $306M | Buy |
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|
2022
Q2 | $168M | Buy |
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