Morton Capital 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 | $74.1M | Sell |
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|
2025
Q2 | $75.2M | Buy |
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|
2025
Q1 | $69.8M | Sell |
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|
2024
Q4 | $75.6M | Buy |
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|
2024
Q3 | $60.2M | Buy |
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|
2024
Q2 | $16.4M | Buy |
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|
2024
Q1 | $11.6M | Buy |
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|
2023
Q4 | $10M | Buy |
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|
2023
Q3 | $3.06M | Buy |
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|
2023
Q2 | $774K | Buy |
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|
2023
Q1 | $765K | Buy |
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