Mendel Money Management’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 | – | Sell |
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|
2025
Q2 | $250K | Sell |
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|
2025
Q1 | $251K | Buy |
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|
2024
Q4 | $222K | Sell |
|
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $2.32M | Sell |
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|
2024
Q1 | $2.54M | Buy |
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|
2023
Q4 | $2.27M | Buy |
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|
2023
Q3 | $1.86M | Buy |
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|
2023
Q2 | $1.74M | Sell |
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|
2023
Q1 | $1.9M | Sell |
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|
2022
Q4 | $2.01M | Buy |
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|
2022
Q3 | $608K | Buy |
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|
2022
Q2 | $303K | Buy |
|