Mason & Associates (California)’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
Q2 | $8.63M | Sell |
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|
2025
Q1 | $11.5M | Sell |
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|
2024
Q4 | $14.9M | Buy |
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|
2024
Q3 | $9.58M | Sell |
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|
2024
Q2 | $19.1M | Sell |
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|
2024
Q1 | $28.7M | Sell |
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|
2023
Q4 | $54.3M | Sell |
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|
2023
Q3 | $60M | Sell |
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|
2023
Q2 | $78M | Buy |
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|
2023
Q1 | $75.9M | Buy |
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|
2022
Q4 | $66.4M | Buy |
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|
2022
Q3 | $40.2M | Buy |
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|
2022
Q2 | $34.9M | Buy |
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