Mission Wealth 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 | $51.3M | Sell |
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|
2025
Q2 | $59.4M | Sell |
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|
2025
Q1 | $64.3M | Sell |
|
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|
2024
Q4 | $68.8M | Buy |
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|
2024
Q3 | $56.5M | Buy |
|
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|
2024
Q2 | $46.7M | Buy |
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|
2024
Q1 | $44.4M | Sell |
|
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|
2023
Q4 | $55.4M | Buy |
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|
2023
Q3 | $50M | Buy |
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|
2023
Q2 | $45.8M | Sell |
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|
2023
Q1 | $91.4M | Buy |
|