LPL Financial’s WisdomTree Bloomberg 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $18.4M | Sell |
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|
2021
Q3 | $19.7M | Buy |
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|
2021
Q2 | $17.7M | Sell |
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|
2021
Q1 | $17.7M | Buy |
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|
2020
Q4 | $15.9M | Sell |
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|
2020
Q3 | $20.7M | Buy |
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|
2020
Q2 | $17.6M | Sell |
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|
2020
Q1 | $22.8M | Buy |
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|
2019
Q4 | $8.62M | Buy |
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|
2019
Q3 | $7.67M | Sell |
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|
2019
Q2 | $8.5M | Sell |
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|
2019
Q1 | $8.52M | Sell |
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|
2018
Q4 | $8.93M | Buy |
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|
2018
Q3 | $2.39M | Buy |
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|
2018
Q2 | $333K | Buy |
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