Mesirow Financial Investment Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Sell |
11,332
-235
| -2% | -$11.8K | 0.01% | 342 |
|
|
2025
Q1 | $582K | Buy |
11,567
+7,529
| +186% | +$379K | 0.01% | 331 |
|
|
2024
Q4 | $203K | Sell |
4,038
-10,472
| -72% | -$527K | ﹤0.01% | 548 |
|
|
2024
Q3 | $729K | Buy |
14,510
+7,240
| +100% | +$364K | 0.01% | 306 |
|
|
2024
Q2 | $366K | Buy |
7,270
+23
| +0.3% | +$1.16K | 0.01% | 376 |
|
|
2024
Q1 | $364K | Buy |
7,247
+142
| +2% | +$7.14K | 0.01% | 395 |
|
|
2023
Q4 | $357K | Buy |
+7,105
| New | +$357K | 0.01% | 382 |
|